Memorize payee by partial name

slyons

I have a payee that always comes into my bank account by the company name and the date - therefore, memorize payee does not work for this. Is there a way to create a rule that allows me to tell Quicken to look only at the first x number of characters of the name?

Quicken Anja

Hello @slyons,

Thank you for reaching out to the Community with your question, though I apologize that you have not received a response yet.

In order to gain a better understanding, if you don't mind, could you please provide a screenshot of what you described above? If needed, please review this Community FAQ with instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Thank you!