Renaming

Question

Mistakenly posted this question to  the Quicken for Mac community.  I am using Quicken Classic Business and Personal Version R54.16

I have a few Payees that add a code, location, and date to the end of the downloaded transaction - for example "Allsup Xx2392 Roswell NM 12/26" and "Allsup Xx2317 Taos NM 2/12". Can I use renaming to make them both and any others with different locations or dates just "Allsup" so that Quicken will autofill category and tag? If possible can someone coach me through the process. Thanks.

Chris_QPW · Accepted Answer

Note with this "normalizing" of the payee's name then you can now have just one memorized payee that has the right category to be automatically selected when this payee is downloaded.

Drumlink · Accepted Answer

thanks for the great explanation and example.