multiple versions of vendor name

Procopio
Procopio Member ✭✭✭
edited May 22 in Reports (Windows)
I wanted to run a report to see all my transactions at Lowe's over the years. The problem is Lowe's is spelled many different ways. I have "Lowe's", "Lowes", "LOWES #00318*", and probably other variations.

What I need is a report that will show me transactions at all variations of the word "lowes". Is there such a report?
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Best Answer

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Answer ✓
    Click the gear at the top right to customize the report. Click Payees tab then enter Lowe in the Payee contains box.

    This will select Lowe's , Lowes etc. It may also select some undesired Payees like Lower Darby General Store.

    Going forward you should create a Renaming rule to standardize the Payee name. 
    QWin Premier subscription

Answers

  • Procopio
    Procopio Member ✭✭✭
    Version: R34.24
    Build: 27.1.34.24

    Windows 10
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Use Edit / Find/Replace to change all existing transactions to a standardized Payee Name
    For newly downloaded transactions make use of Renaming Rules to let Quicken create new transactions using a standardized Payee Name:

    Transaction download problems with matching and adding new transactions correctly

    First please ensure that all optional settings in Quicken pertaining to recall, memorization, automatic categorization and renaming of payee names are enabled. You find those settings in Edit / Preferences / Data Entry & Quickfill and Downloaded Transactions. Additional settings can be found for the detection and processing of transfer transactions in Edit / Preferences / Transfer detection.

    Are you automatically accepting downloaded transactions into your registers?

    If you are relying on Quicken to "automagically" fill your account registers from downloaded transactions, you may run into problems. Despite all efforts by the Quicken programmers, the "Autopilot" (that's my name for the part of the Quicken program which processes downloaded transactions and converts them into new register transactions) is not infallible. For that process to work 100% of the time one would need a crystal ball because the information downloaded from the banks often is just too terse and cryptic.

    You should, at least for a while, turn off the "automatically accept downloaded transactions into registers" setting to gain better control over what is downloaded and what to do with it. Click on and review each downloaded transaction, make changes if necessary (e.g., to get a payee name = "Starbucks" instead of "POS TRANS 070119 STARBU", "POS TRANS 070219 STARBU", "POS TRANS 070319 STARBU" or to assign a category) before you click to accept each transaction.

    Any changes you make to downloaded Payee Names are remembered in Renaming Rules.

    Any other changes you make (add/change Category or Memo text) are remembered in the Memorized Payee List.

    Next time the same transaction for this Payee comes along, Quicken should remember and give you a better new register transaction.

    In case you have issues with transfer transactions not being generated correctly:

    For best results manually enter transfer transactions into your register BEFORE you download transactions from the bank which contain the transfer confirmations. For recurring transfers use scheduled reminders and enter them a day or two before the due date. Be sure to use distinct Payee Names for each transfer / credit card payment to avoid confusing Quicken - memorized payee entries.
    That takes the guesswork out of the Autopilot's process. Because a correctly entered transfer transaction already exists in your account registers, the Autopilot should just match the downloaded transfer transaction to the existing one in both accounts.

    Where are the "Auto-accept downloaded transaction" settings?

    There are two places where this is controlled in Quicken for Windows:
     - Globally, for all accounts, in Edit / Preferences / Downloaded Transactions
     - For each account individually, the global setting can be overridden from the Edit Account Details screen, Online Services Tab. Look for blue text "Automatic Entry is: ON / OFF". Click the text to change the setting.


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Answer ✓
    Click the gear at the top right to customize the report. Click Payees tab then enter Lowe in the Payee contains box.

    This will select Lowe's , Lowes etc. It may also select some undesired Payees like Lower Darby General Store.

    Going forward you should create a Renaming rule to standardize the Payee name. 
    QWin Premier subscription
  • bmciance
    bmciance SuperUser ✭✭✭✭✭
    I agree with Jim_Harman. 

    However, there is also another option if you get too many other payees included when searching for just "Lowe".  In the same tab to customize the payee name you can select from the full list of payees.  Just check the ones you want included.


  • Procopio
    Procopio Member ✭✭✭
    Thanks everyone! The "Payee contains" was what I was looking for.

    And it's nice to see someone else spends as much as I do at Lowe's!
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