Quickfill rule for payee based on amount

Jack4

I'd like to see and option to Quickfill the category for a payee based on an amount. When I pay at a convenience store that sells gas, small numbers below $30 are usually for food and I would use my Food:Convenience category. Above $30 it's for gas. So I'd Quickfill Auto:Fuel.

Quicken Anja

Hello @Jack4,

I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).

Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

Thank you!

cclark

I have a similar need to enable QuickFill based on Payee AND Amount. For every online money transfer my bank sets the payee as "Interac e-Transfer Debit". I have a dozen different bills that I pay via online money transfer. The amount is usually the same on each transaction and they are all different amounts. I'd like to have the one that is to "Interact e-Transfer Debit" with an amount of $170.06" autofill to one Payee and the one that has an amount of $94.00 go to a different Payee.

UKR

https://community.quicken.com/discussion/comment/20431473#Comment_20431473

If there's nothing in either the Payee Name or the downloaded Memo text that allows you to determine which payee the money was going to, it might be better to record a transaction in Quicken at the same time as you make payment at the bank's website.
For recurring events like your monthly telephone bill, a Scheduled Reminder might come in handy.
This gives you a correctly named and categorized register transaction. When you download transactions from the bank, Quicken will be able to match the downloaded payment transaction to what you have in the register already.

Leslieinva

I wish I could create a QuickFill rule based on payee & amount so that I can categorize my Apple TV streaming charges separately from my Apple software/hardware charges.

jacobs

I definitely see the usefulness of being able to add a dollar amount or range to a QuickFill rule. I think the problem in getting this implemented is that it would also have to work on Quicken Cloud (mobile & web), and that in turn requires the same functionality to be supported by Quicken Windows, which shares the mobile and web platforms. In other words, this isn't something the Mac development team can go off and create on their own; it would need to be done in concert with the Windows and Mobile/Web development teams. So it's fine to vote for it (I just did!), but I wouldn't expect this to happen quickly unless it's something Quicken management already has in the works.

jacobs

@Leslieinva said: I wish I could create a QuickFill rule based on payee & amount so that I can categorize my Apple TV streaming charges separately from my Apple software/hardware charges.

@Leslieinva Unless or until there is such a feature added, you might want to use a QuickFill rule as a way to work around this. Create a QuickFill rule for Apple with the category you use for computer hardware purchases. Then create a scheduled monthly transaction for Apple with the category you use for streaming services, and the amount of your monthly charge. Se this schedule/reminder to occur monthly a couple days before your actual charge posts to your credit card. When you download your transactions for the credit card, Quicken should automatically match the downloaded Apple transaction with the scheduled one — if it doesn't, you can just drag one on top of the other to make them merge — say your monthly Apple transaction will use the streaming category and any othe rApple charges will default to the computer category.