renaming rules requiring symbols (Q Mac)

t.linn

How do I set up a renaming rule for "7-Eleven" or "Amazon.com"? Is there a special way to format these?

NotACPA

What SYMBOL?  Those are all standard characters.

Jon

When creating a renaming rule, when you type a period it interprets that as the end of a tag & starts a new one. Instead of "Amazon.com" you get "Amazon" and "com" as two separate tags. I don't know if there's a way around that.

NotACPA

There's no period in 7-Eleven.  And if the period is truly an issue, just shorten the renaming rule to Amazon without the .com

Chris_QPW

I believe the problem is that the renaming rules use "word matching".  As in the separate things out by "words".  Certain punctuation like commas, spaces, and periods "ends the word".

Jon

NotACPA said:

There's no period in 7-Eleven.

The dash does the same thing as the period, as do almost all other symbols. "&" seems to be the only one that you can actually use in a renaming rule.

t.linn

Thanks, Jon & Chris. The problem I'm having is that a renaming rule with "Amazon" and "com" doesn't seem to recognize Amazon.com, at least not consistently. I can't create a renaming rule including "Arby's" and if I make one with "Arby", it doesn't recognize "Arby's" in the Payee field. But renaming rules containing "7" and "Eleven" does identify and modify "7-Eleven" so I don't know what is going on. That's not the only weirdness I'm seeing. If I have a payee: "[random number] Albertons [random number]" (with the spaces on either side of "Albertsons") and my renaming rule is that if a payee contains "Albertsons", it won't see or change the payee in the example. I cannot figure out what is going on because of the inconsistency.