distinguishing categories
Eastwezt
Quicken Windows Subscription Member
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?
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Answers
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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
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