How is QuickFill supposed to function? (Q Mac)

Question

Using Quicken Classic (Mac) 8.2.1

When transactions are downloaded - say, from my Credit Card - and the vendor is Amazon, I have set up a rule to have it placed in the "Amazon" category. I would imagine then, that every charge to Amazon would automatically be classified by the software as "Amazon". However, I have to edit each transaction manually to set it to that category. I do have the box checked under "settings" but that hasn't made a difference. I am either not using it correctly or the QuickFill is not Quick, nor is it filling. Thanks.

Quicken Kristina · Answer

Thank you for your reply,

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Thank you!

KH22 · Answer

I have tried creating the rule every way that is described and I understand that the Payee must matching exactly, but that doesn't seem to make a difference. When I download transactions from my credit card, if the payee is Amazon, I have the Quick Fill rule set to the category Amazon, however, the QuickFill doesn't populate it. I must be doing something incorrectly or don't understand QuickFill. Any additional help?

jacobs · Answer

The Payee does need to match exactly; are you using a renaming rule to standardize the Payee if it downloads slightly differently each time?

@KH22  This statement is likely the key. You need a Renaming Rule: if Statement Payee name contains "Amazon",  set Payee name to "Amazon". This insures all your Amazon downloads will normalize the Payee name to just "Amazon"; then your QuickFill rule for Payee=Amazon should work correctly for all such transactions.