distinguishing categories

I have 2 Amex cards==Platinum and Blue Cash. I use Blue Cash exclusively for groceries. Both cards transactions show Amazon as a payee but the Blue Cash Amazon charges are for Whole Foods deliveries through Amazon. Platinum charges to Amazon are all Shopping. Is there a way to have Quicken distinguish between the two and assign one category as Shopping and another as Groceries--a formula that I can apply based on which card was used? Or do I have to manually regularly change the transactions' catgory?
Tagged:

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Unfortunately there isn't any way to do this in Quicken.  Ideally you would be able to change the renaming rule based on the account, and therefor direct it to a different memorized payee, but renaming rules and memorized payees for that matter are global.

    You can vote on this idea for that idea.
    https://community.quicken.com/discussion/comment/20118340
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
Sign In or Register to comment.