Can Memorized payees stay the same even if download payee changes?

EdandPeg

So, I'm finding that more and more payees are downloading transactions with additional information added to the payee name. An example is a date or transaction number being added. A payee might originally be listed as ABC Inc saved with a category, but now it downloads as ABC Inc 110326. Next month it might be ABC Inc 120326 to indicate a December transaction. It would be helpful if the memorized payee list allowed for using the existing memorized name as long as it contains ABC Inc while ignoring the rest. I use Thunderbird as my email client. When creating a message filter, it allows for "contains," "doesn't contain," "is," etc. Otherwise, the downloaded transaction does not fill in for the existing memorized payee with its settings, and the "new" payee is saved as additional. This list can get quite long after a while.

[Edited - Readability]

Quicken Laura

Hi @EdandPeg,

Thank you for reaching out and sharing your feedback. Quicken doesn't currently support partial matching directly within Memorized payees, but you may be able to accomplish what you are looking for by using Renaming Rules.

You can create a rule to recognize a payee name that contains specific text (for example, "ABC Inc") and automatically rename variations such as "ABC Inc 110326" or "ABC Inc 120326" to the standardized name "ABC Inc."

To set this up, go to Tools> Renaming Rules and create a rule using the "Payee contains" condition.

This should help keep your payee names consistent and make it easier for Quicken to apply your existing Memorized Payee settings.

I hope this helps!