Can I set up a renaming rule for similar payee's
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Jim H
Member ✭✭
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
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Answers
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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 Paloma0
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