Can I get quicken to categorize all Amazon transactions as household? (Q Mac)

Peter Whelan
Peter Whelan Quicken Windows Subscription Member
edited December 2022 in Registers & Transactions (Mac)
My credit card lists a differnt payee for every single Amazon transaction. They are all in the form of AMZN Mktp CA*PK8HS1GB3
I'd like any payee than begins with AMZN to be categorized as "Household"
Is there a way to do that?

Best Answer

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓
    This should be do-able. First, you need to create a Renaming Rule to standardize the Payee name. The rule would be:
       If Statement Name Contains "AMZN Mktp" Set Payee Name to Amazon

    Then create a QuickFill Rule to categorize transactions for Payee Amazon to the Household category.
    Quicken Mac Subscription • Quicken user since 1993

Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓
    This should be do-able. First, you need to create a Renaming Rule to standardize the Payee name. The rule would be:
       If Statement Name Contains "AMZN Mktp" Set Payee Name to Amazon

    Then create a QuickFill Rule to categorize transactions for Payee Amazon to the Household category.
    Quicken Mac Subscription • Quicken user since 1993
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