Imported Transactions - Real Rules Not Renaming Rules or QuickFill Rules (Q Mac)

Jon10

I'd like to be able to set multiple conditions for rules on imported transactions and adjust their payee, category, etc automatically.

For example:

IF

Payee = X

AND Account = Y

AND Amount = Z

Etc…

THEN:

Set Payee to A

Set Category to B

Set Transfer(?) to C

Set Memo to "Rules are useful"

Set Tags to "Project A, House"

Etc…

Bonus points if the text filters (payee for example) have multiple search options (contains, starts with, ends with, regex isn't required but would be a nice to have). And Amount could accept maybe =, <,≤,>,≥, between.

jacobs

@Jon10 Don't shoot the messenger, but… There was an Idea thread (feature request) in the past asking for the ability to create rules using accounts as one of the criterion. The developers considered it and responded that they were not planning to implement such a feature due to various complexities. In programming, almost anything is possible, but the developers have to weigh the practical considerations of how much development effort it would take to implement, and how the added complexity of the user interface might adversely confuse some users while helping others.

Because of the way rules are designed, I don't think you'll see a new type of rule which combines renaming a payee and setting the other fields like category, tags and memo. Both of these are currently possible, using a Renaming rule to first normalize the Payee name, and a QuickFill rule for the Payee to set the category, transfer, tags and memo fields as desired.

As for having complex and/or compound search terms, I'd encourage you to add your vote and your comments to this existing feature request Idea thread, which is currently marked as "Under Consideration" by the developers:

https://community.quicken.com/discussion/7355622/add-support-for-complex-searches-using-exact-match-on-accounts-filters-35-legacy-votes

Quicken Jasmine

Hello @Jon10 and @jacobs,

The idea that was mentioned is still currently under consideration via CTP-7540. So due to that this idea will remain open and active and has been reviewed.

Thanks!

Bosco

Adding a wildcard to the renaming rules condition clause would be very helpful.

Jon10

@Quicken Jasmine

What is CTP-7540?

I assume this is some internal ticket tracker?

Is there a way to see other feedback associated with it or the status of it?

I've been trying to find ways around this problem recently and keep hitting walls because of how closed off Quicken is.

I can't seem to reliably create a QFX file to import data into an existing register/account, and Quicken has no scripting support.

My single subscription obviously doesn't matter to Quicken (just being realistic), but I've started to look at alternatives as this keeps bothering me. I have transactions that come in each month that I could easily automatically categorize, name, etc - but can't because of Quicken not allowing it.

jacobs

I can't seem to reliably create a QFX file to import data into an existing register/account, and Quicken has no scripting support.

@Jon10 QFX is a format designed around a standard for financial institutions to exchange data. It's not something a user would create to import data.

Perhaps if you explain what you're trying to do, we can suggest if there are viable alternatives. For instance, it's possible to import .csv files which have been set up in the exact format required by Quicken.

Jon10

Basically, I want better rules - so I can automatically categorize/rename most transactions. The rules as-is, are as close to useless as you can get while still having the feature. If I could script the app, or easily import data into existing registers, that would be a solution. Right now I'm evaluating some other software though.