Memorize payee by partial name

slyons
slyons Quicken Windows Subscription Member
edited March 2022 in Registers & Transactions (Windows)
I have a payee that always comes into my bank account by the company name and the date - therefore, memorize payee does not work for this. Is there a way to create a rule that allows me to tell Quicken to look only at the first x number of characters of the name?

Comments

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @slyons,

    Thank you for reaching out to the Community with your question, though I apologize that you have not received a response yet.

    In order to gain a better understanding, if you don't mind, could you please provide a screenshot of what you described above? If needed, please review this Community FAQ with instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

    Thank you!

    -Quicken Anja
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