Using "amount" to make a Quick Fill Rule?
Hi there,
Is it possible to use the AMOUNT of a transaction to define a QuickFile Rule?
For example, I make many purchases off of the Apple Store - however, I know that if the amount of the purchase shows up on my credit card as $1.46, it is likely a monthly iCloud account payment. Is it possible to set up a Quick Fill rule that says "If the Payee is Apple, and the amount is $1.46, the category is "iCloud Storage"?
Thanks,
J
Comments
-
Unfortunately, there's no function available to make such a rule.
If it's always monthly, almost always the same amount, how about setting up and using a Scheduled Transaction Reminder, "Apple iCloud", "monthly fee"? Execute the reminder a day or two before Due Date. When the download comes in, use it to match the downloaded transaction to the already existing iCloud transaction
0 -
Thank you for your response! I'll check out your workaround - greatly appreciated!
Happy Holidays,
J0
Categories
- All Categories
- 57 Product Ideas
- 34 Announcements
- 235 Alerts, Online Banking & Known Product Issues
- 19 Product Alerts
- 511 Welcome to the Community!
- 678 Before you Buy
- 1.4K Product Ideas
- 55.2K Quicken Classic for Windows
- 16.7K Quicken Classic for Mac
- 1K Quicken Mobile
- 828 Quicken on the Web
- 122 Quicken LifeHub
