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Payee Name contains transaction info and will not assign category

Bione

I have several payees that their name seems to also contain transaction info. Example: Gc Dwr Auto Debit Payment 678-37668 24755423151131517900685; 09. Is there a way to have it only match the beginning of the screen. Or a match on name could use the selection "Contains" for the match.

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Accepted answers

splasher

You can do that with Renaming Rules (Tools menu), but it might not be obvious at first glance.

Start by creating and saving a Renaming Rule, then click on the dropdown list as shown in this image.

2023-03-19 14_32_36-edit-Renaming Rules.png

It is not possible to make the selection when first creating the rule, but once created, it can be changed to use the "contains" logic.

All comments

splasher

You can do that with Renaming Rules (Tools menu), but it might not be obvious at first glance.

Start by creating and saving a Renaming Rule, then click on the dropdown list as shown in this image.

It is not possible to make the selection when first creating the rule, but once created, it can be changed to use the "contains" logic.

Bione

Thanks. This looks like it will work. One of those things not quite obvious or easy to find. First you have to do your suggestion. Second go into the memorized payee list and make sure that final name is there and setup as needed. One of my other issues was with Social Security (Mine and Wife's). Until recently both transaction came in as just Social Security. So I had to manually every month do the budget splits for both deposits (Payment - Medicare Payment, - Fed Taxes= Deposit Amount) Recently the payee name shows up as appended to the transaction name so both can now be put in the memorized payee list. Hope it stays that way.

UKR

https://community.quicken.com/discussion/comment/20388990#Comment_20388990

If you still have problems with properly capturing your Soc Sec deposits I would suggest creating and using two Scheduled Reminders instead.
Set up the scheduled reminders with proper Category splits as needed. Every month record the scheduled reminders a day or two BEFORE due date, before you download transactions from the bank containing the deposits. This way, proper register transactions already exists in your registers and Quicken will be able to simply match the downloaded deposit to what's already in the register and not create duplicates or other problems. (And there's no longer a need to have Renaming Rules and MPL entries for those).