Wild Cards or Keywords
From google searches do I understand this correctly.
For rules to assign a category or rename a payee Quicken does not have the ability to match except for a complete match. For for example if someone drives a lot cross country then every single McDonalds would need its own rule?
McDonalds transactions show up as the "MCDONALDS <store number>" so either every single store gets its own quick fill rule or every single store needs to be renamed to a common name and have the rule applied to that name.
Quicken does have a feature that at transaction download it will rename payees to a common base name but this then created a different problem. I have my frequent e-transfers named "AAA person's name" so quicken decides to rename them all to "AAA".
Please, I hope, there is a way for me to decide what rules I want.
Best Answers
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A simple McDonalds is sufficient.
You need to edit your renaming rule
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Quicken creates by default a renaming rule that is exact match, but it can be changed to "contains" by editing it as shown here:
It would be nice if you could pick which when it is created, but you have to do the edit to make the change.
-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list1
Answers
-
A simple McDonalds is sufficient.
You need to edit your renaming rule
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Quicken creates by default a renaming rule that is exact match, but it can be changed to "contains" by editing it as shown here:
It would be nice if you could pick which when it is created, but you have to do the edit to make the change.
-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list1 -
Thank you! Where do I locate that setting?
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You didn't previously state QMac. Our answers were for QWin
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP1 -
Obviously ignored this message when starting a new thread:
-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list0 -
I thought I was in the Quicken for Mac section so why would I repeat information? In the future I will do so. Clearly being SuperUser makes you feel superior ;)
blob:https://community.quicken.com/7af5c76f-f2c8-49e8-86e0-ae7975baf61f0 -
But thank you to those who provided an answer. I was able to use what you provided and figured it out.
Thanks :)
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