How do I have QuickFill Rules apply different category for the same payee based on account?
dchooker99
Member, Mac Beta ✭✭
Example: I buy gas at Kroger in my personal car and use my personal credit card. I want Quicken rule that renames the transaction "Kroger Fuel" and assigns "Auto: Gas" to the transaction. I then use my business credit card to buy gas at Kroger in my lease. I want Quicken to rename that transaction "Kroger MD Fuel" and use "Business Exp:Gas" as the category. From the bank side, the transaction looks exactly the same, but I feel that Quicken should be able to let me make a rule that auto-assigns based on the account to which it is downloaded. The same would apply for multiple situations (utilities we pay at our home vs our various rental properties, etc). Am I missing something? Is this an outlandish thought?
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Best Answer
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@dchooker99 It's not an outlandish thought, but it isn't a feature available in Quicken Mac.
In fact, there's an Idea request thread about this topic which you can read here. Unfortunately, it was reviewed by the developers last year and was marked as "Not Planned": "Unfortunately, the amount of work this would take means that we won't consider this idea right now."Quicken Mac Subscription • Quicken user since 19935
Answers
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Both Quicken Mac and Quicken Windows have the same problem in this regard, the rules are global, there isn't any way to separate them out by account.
There is a suggestion on the Windows side to change the renaming rules to include the account, which then would allow them to have different payees, which of course could be used differently for situations like this. But I don't know if there is a suggestion on the Mac side for the same. The way you suggest a feature here is by creating an Idea, which people can vote on.
https://community.quicken.com/categories/product-ideas-quicken-for-mac
Signature:
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You can add your VOTE to Ability for Categorization tied to Payee to be account dependent.
First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).
(If the triangle is black, your vote has already been counted.)
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(Canadian user since '92, STILL using QM2007)
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@dchooker99 It's not an outlandish thought, but it isn't a feature available in Quicken Mac.
In fact, there's an Idea request thread about this topic which you can read here. Unfortunately, it was reviewed by the developers last year and was marked as "Not Planned": "Unfortunately, the amount of work this would take means that we won't consider this idea right now."Quicken Mac Subscription • Quicken user since 19935
This discussion has been closed.