Auto Categorize When Payee Changes Slightly

Every month I get interest payments in my bank account. The Payee always starts with "Bank Int" but it's followed by a series of numbers that changes each month. How do I set it up to assign the same category automatically?

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    The key here is to use a renaming rule to "normalize" the payee name, and then that payee name can match your payee in the memorized payee list to pick up the category.

    Tools -> Renaming Rules

    Here is an example for Interest that I use:

    The bolded Interest is what the payee name will be changed to.

    And then the memorized payee that goes with it.

    (Note that it is locked).


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    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
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