Can I set default category for part of a payee

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jmulford
jmulford Member ✭✭
edited August 2023 in Download, Add/Update Accounts (Windows)

Amazon always uses a different payee for downloaded transactions…such as AMZN Mktp US*NC6IG3S93 or AMAZON.COM*301256MD3 AMZN for example. Can I set a default category for all transactions downloaded with payee Amazon* for AMZN*? Or set a default category for AMZN?

Thanks

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
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    Yes, please see the Help for Renaming Rules and Memorized Payees and post back if you still have questions.

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  • jmulford
    jmulford Member ✭✭
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    Nice! I will give it a try. Thanks much!

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