Can I set up a renaming rule for similar payee's

Jim H · September 2021

I get a transaction every month labeled Bank Int and this is followed by a date. I want this transaction to always go to my interest income account. Since the payee has a date in it I think Quicken recognizes this as a new payee every month and then marks the transaction as uncategorized

Quicken Paloma · September 2021

Hello @Jim H,

Thank you for reaching out to Quicken Community. I apologize you are having difficulties with your payee/transaction. There is a way to add and edit a renaming rule for a specific payee. For instructions and more information please visit the link below.

https://www.quicken.com/support/renaming-rules-past-and-future-transactions-quicken-mac

If you have any questions or concerns please do not hesitate to reach out.

-Quicken Paloma

Can I set up a renaming rule for similar payee's

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