Quickfill questions
I have Apple Cash so that it pulls money from my checking account. When I download transactions from the checking account, I get transactions for Apple. If I double click on the entry and then click on the "edit", where it says "Appears on your statement as" says "Withdrawal Visa Check Card APPLE". I want to target those specific transactions to quickfill as a transfer to an account I have called "Apple Cash". But, it appears as if the only key that quickfill uses is the PAYEE field and I have other transactions going to Apple that I don't want treated this way. It might work if transactions going to Apple just from this particular account would work… I haven't thought about that but my general question is, how smart or how customizable is the quickfill patterns?
Comments
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Is the Statement Payee of the "other" transactions the same as the one you're wanting to QuickFill ("Withdrawal Visa Check Card APPLE"). If different, then you'll want to set up a Renaming Rule that changes Statement Payee from "Withdrawal Visa Check Card APPLE" to something unique. Then set up a QuickeFill for that unique Payee name.
If all the Apple transactions are coming in with the same Statement Payee, then I'm afraid I don't know a way to automate separating them out.
Quicken Mac Subscription; Quicken Mac user since the early 90s1 -
Are "Renaming Rule" just for Quicken on Windows? I'm on a Mac.
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No, renaming rules work on QMac. You will find them here: menu Window > Payees & Rules > Renaming Rules. (You will also find QuickFill rules in the same window.)
Quicken Mac Subscription; Quicken Mac user since the early 90s0
