Renaming Per Account

There are cases where the same "statement name" (or keyword pattern) appears in transactions in more than one account, but where the desired renaming rule differs. Currently, this case is not addressed.

One could imagine adding a checklist of accounts to which a rule will apply, possibly with accounts appearing greyed out where a conflicting rule already exists.
1
1 votes

Active · Last Updated

Comments

  • Hello @cageyo

    Thank you for taking the time to reach out to the Community with your request.

    I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).


    Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

    Please, be sure to add your own vote as well.

    -Quicken Jasmine
  • UKR
    UKR SuperUser ✭✭✭✭✭
    cageyo said:
    There are cases where the same "statement name" (or keyword pattern) appears in transactions in more than one account, but where the desired renaming rule differs. Currently, this case is not addressed.

    One could imagine adding a checklist of accounts to which a rule will apply, possibly with accounts appearing greyed out where a conflicting rule already exists.
    Just to make this clear to everyone of us, what specific name patterns do you have and what kind of translations / renaming rules would you need?
    What type of transactions are these? Transfers? Other?
    Are you relying on downloaded transactions to create all your register transactions for you?