Renaming Rules by AMOUNT

brianwolff

I have multiple mortgages and use rental property manager
On download I would like the rule to look at the amount of payment and then set the correct vendor, category, and tag

UKR

You can do that now, without a Quicken software change, if you record your mortgage payments using the Scheduled Reminder created by the Loan Setup process. Do this BEFORE payment is due and BEFORE you download checking account transactions and Quicken will be able to match the downloaded data with already existing and correctly categorized and tagged register transactions.