Automatically include a comment after downloading transactions (Q Mac)
IT
Quicken Mac Subscription Member ✭✭
Hi,
Can I automatically have have a comment or note added when a transaction is downloaded with specific text in the payee?
Can I automatically have have a comment or note added when a transaction is downloaded with specific text in the payee?
0
Answers
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Hello @IT,
Thank you for reaching out to the Community with your question.
You can have a note (memo) automatically added to a downloaded transaction by creating a QuickFill Rule. To do so, please refer to this Help Article for instructions.
I hope this helps!-Quicken Anja
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