Same Payee designated two categories

joarnow

Two employees buy from Amazon. Each has their own (different account) credit card. How do I accomplish a default category for each employee? If I select Payee-Amazon-Category: Emp 1, all purchases from that Payee are attributed to that employee. I also need to have purchases by Employee 2 in a Category named Emp 2.

[Edited - Readability]

Quicken Kristina

Hello @joarnow,

Thank you for reaching out! Is the Payee identical in both accounts? If the Payee is identical, Quicken wouldn't have a way to determine which category to assign to a transaction (since there is no option to use the account as a criterion when creating rules).

If the Payee is not identical, then you could create QuickFill rules to assign the appropriate category, based on the Payee name.

You might be able to use QuickFill rules to help a bit, but if you have transactions downloading into both accounts during the same update, Quicken would apply either the default rule (if you have one marked as default) or the last-used rule to all the downloaded transactions for that Payee.

For more information on QuickFill rules, please see this article: https://info.quicken.com/mac/adding-quickfill-rules

You may also want to consider creating an Idea post to request additional functionality, such as the ability to include an account as a criterion in QuickFill rules. For more information on creating an Idea post, please review the post linked below:

https://community.quicken.com/discussion/7849425/creating-and-voting-for-ideas-in-the-community

I hope this helps!