Renaming based on Memo content

Parkd2

Is there a way to rename a downloaded item based on the Memo content? My wife and I both get SSA payments with different amounts and deductions but the Payee is the same so her's comes in with the correct amount but the split is wrong because it is using my memorized payee. Our name is the Memo field but I can't figure out how to get quicken to recognize the difference and use the correct memorized payee.

UKR

Parkd2 said:

I'll try renaming based on the memo field and if that doesn't work will go with the "reminder" option. The problem with the reminder option is that the SSA checks are issued on the 4th Wednesday of the month and reminders are only by day of the month so I have to set it to the 20th to be sure it is "pre-entered".

There is (and always has been) a nth [weekday] of the month function, but you need to look a little deeper ...

How to set up reminder for 3rd Wednesday of month

https://community.quicken.com/discussion/7863666/faq-how-to-record-social-security-income-customize-day-of-month-for-schedule-in-quicken-for-windows (contains both Windows and Mac instructions. Mac users please scroll down a little)

Parkd2

WOW! I didn't see it. Thanks!

Sherlock

I suggest entering the SSA payment transactions in the register before accepting the downloaded transactions.  For example, you may use a income reminders that are automatically entered.  Quicken should automatically match the imported transactions to the transactions entered using the reminders.

Chris_QPW

Renaming rules should work based on what is in the memo field as well as what is in the payee field.  But I agree with @Sherlock the best way to do it is just a reminder that is pre-entered into the register where it will match it by amount.

Parkd2

I'll try renaming based on the memo field and if that doesn't work will go with the "reminder" option. The problem with the reminder option is that the SSA checks are issued on the 4th Wednesday of the month and reminders are only by day of the month so I have to set it to the 20th to be sure it is "pre-entered".

UKR

Parkd2 said:

I'll try renaming based on the memo field and if that doesn't work will go with the "reminder" option. The problem with the reminder option is that the SSA checks are issued on the 4th Wednesday of the month and reminders are only by day of the month so I have to set it to the 20th to be sure it is "pre-entered".

There is (and always has been) a nth [weekday] of the month function, but you need to look a little deeper ...

How to set up reminder for 3rd Wednesday of month

https://community.quicken.com/discussion/7863666/faq-how-to-record-social-security-income-customize-day-of-month-for-schedule-in-quicken-for-windows (contains both Windows and Mac instructions. Mac users please scroll down a little)

Parkd2

WOW! I didn't see it. Thanks!