Automatically include a comment after downloading transactions (Q Mac)

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IT
IT Quicken Mac Subscription Member ✭✭
edited October 2022 in Registers & Transactions (Mac)
Hi,
Can I automatically have have a comment or note added when a transaction is downloaded with specific text in the payee?

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    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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