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QuickFill match on partial string: starts with

keenethery

QuickFill does an EXACT match and I need it to do a PARTIAL starts with match. From my experience, a "starts with" partial match would work for all the transactions where the payee text changes EVERY TIME.

Notice these transactions from just my "S" payees:

"SONIC.NET 707-522-1000 CA - Card 11 #XXXX - Date 10/01/23 24055233274200658408493 4814 - Card Withdr"

"SUSHI HANA SEBASTOPOL CA - Card 90 #XXXX - Date 01/28/22 24755422029130290194815 5812"

"SUNSHINE ORGANIC CO Sebastopol CA - Card 90 #XXXX - Date 06/28/22 24692162179100357499627 5814"

"SEBASTOPOL HDWE CTR SEBASTOPOL CA - Card 90 #XXXX - Date 01/27/22 24431062028091512004413 5251"

The payee field contains the date, which changes each time. And every time a transaction gets sucked in from them I have to manually set the category. Every [Removed - Language] time. But, the first part is always the same:

"SONIC.NET 707-522-1000 CA"

"SUSHI HANA SEBASTOPOL CA"

"SUNSHINE ORGANIC CO Sebastopol CA"

"SEBASTOPOL HDWE CTR SEBASTOPOL CA"

I'd like to suggest adding a field in the Windows/Payee & Rules/editing dialog that lets me edit a "starts with:" text so that all these expenses would QuickFill and I wouldn't have to spend a bunch of time manually setting these transactions to the desired category for EVERY SINGLE TRANSACTION.

Thanks, this would save me a ton of hassle and time.

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Comments

Chris_QPW

I'm a Quicken Windows user so I might have this wrong, but I find it extremely unlikely that all Quicken Mac has is an EXACT match. That would basically be useless. The main purpose for such rules are to "normalize" the payee name, as in strip out the things like added store numbers and dates. Clearly those kind of payees can never be exactly matched.

Quicken Window used to have "Start With", but that was long ago dropped and whatever is put in for the "match to" text is matched to any part of the string whether it is at the beginning, in the middle, or the end. I would expect Quicken Mac to do the same.

jacobs

@keenethery You have a misunderstanding about rules in Quicken Mac.

QuickFill rules are specific to existing Payees in your database. QuickFill rules allow you to apply a category, and optionally, memo, tags, amount, and splits to new transactions from existing Payees.

The problem you describe above is that Payee names come in from some financial institutions with all sorts of extraneous information appended. Instead of "SONIC.NET 707-522-1000 CA - Card 11 #XXXX - Date 10/01/23 24055233274200658408493 4814 - Card Withdr", you wan the Payee to be simplified to just "Sonic.Net". And this is what Renaming Rules do: allow you to normalize downloaded Payee names. In this case:

Screenshot 2023-12-10 at 10.05.28 PM.png

This rule will scan Payee names for "Sonic" followed by "net" and when found, change the Payee name to "Sonic.net".

And if you have a QuickFill rule for Sonic.net, that will then be applied.

So Quicken Mac can do exactly what you're complaining about. You just have to set up some Renaming rules. 😀