Copy QuickBooks transaction rules idea

Enhance Quicken to have rules that mimic QuickBooks' transaction rules feature.

IF incoming transaction includes certain conditions (e.g., description contains certain words) for one, some, or all accounts, THEN assign category, payee, tags, memo, etc.

This feature would automate a ton of incoming transactions into the register.

Quicken's "Memorize" feature is insufficient.
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  • splasher
    splasher SuperUser ✭✭✭✭✭
    Have you looked at Renaming Rules (Tools menu) in conjunction with the Memorized Payee.  Renaming works with the downloaded Payee+Memo to set the payee which can then match to a Memorized Payee which has the correct memo, category and tag.
    -splasher  using Q continuously since 1996 -  Subscription Quicken  -  Win11
    -Questions? Check out the  Quicken Windows FAQ list