Renaming payee based on the amount paid

Ozzie1950

I have 3 payees I write a check every month, the exact amount, but a different amount to each payee. I paid from my Banks website. My Bank mails a paper check to these 3 payees. Once every 3-4 years I have to adjust the amount paid, otherwise the amounts remain constant for a long time.

When I download my banks checking account to Quicken, these 3 places download as:

Check # = the actual check number issued by my Bank

Payee = "Check" [The word Check]

Memo = Is Blank

Amount Paid is the amount of the transaction.

Then, I manually "fix" Quicken Payee and Category fields.

Anyway to create a renaming rule to rename Payee and Category based on the amount paid ?

Thank you,

splasher

As is, a Renaming Rule will not help, BUT creating a Bill and Reminder for each transaction to be auto entered a couple of days before the transactions are downloaded should give Quicken something to match.

Create the reminder for the date you expect the download to happen, but have Quicken enter it a day or two ahead of time.

splasher

As is, a Renaming Rule will not help, BUT creating a Bill and Reminder for each transaction to be auto entered a couple of days before the transactions are downloaded should give Quicken something to match.

Create the reminder for the date you expect the download to happen, but have Quicken enter it a day or two ahead of time.

Ozzie1950

Ok, Thanks. I'll give it a try.

splasher

Please write back to let us know if it works for you.