appending dates to payee by bank - name change issue

Pbrennen
Pbrennen Quicken Windows Subscription Member

When I download activity from Chase the file has a date appended to the payee name. Therefor I can't make a rule to rename the payee as the name changes every time there is new activity.

Example wendor ven1 - bank sends ven1 3/25 or ven1 4/2 (date appended)

If quicken cannot change the bank interface I would want to be able to change the payee to ven1 so I can invoke the memorizeed payee rule to attach the expense category. IE introduce a wild card in the change rules ex:*/*

Does any one else have this issue?

Comments

  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭

    This is exactly what renaming rules can help you with. Getting there is non-obvious. You have to first create the rule then edit it to use "contains". Your result should look like the highlighted entry below.

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

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