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?


  • 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).

    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website:
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