Wild Cards or Keywords

Rav_Ca
Rav_Ca Member

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

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Answer ✓

    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 VP

  • splasher
    splasher SuperUser ✭✭✭✭✭
    Answer ✓

    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 list

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Answer ✓

    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 VP

  • splasher
    splasher SuperUser ✭✭✭✭✭
    Answer ✓

    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 list

  • Rav_Ca
    Rav_Ca Member

    Thank you! Where do I locate that setting?

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    edited June 2023

    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 VP

  • splasher
    splasher SuperUser ✭✭✭✭✭

    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 list

  • Rav_Ca
    Rav_Ca Member

    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 ;)

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  • Rav_Ca
    Rav_Ca Member

    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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