Renaming Rule based on Account and Payee Conditions

QU422Years
QU422Years Quicken Mac Other Member
edited March 2024 in Registers & Transactions (Mac)

Hi,

Does anyone know of a way to create a "Payee" renaming rule based on account? I do not enter transactions ahead of downloading from the financial institution. However, there are some accounts where the "payee" name is the same when downloaded from different accounts. I'm using Quicken v7.5.2 on a MAC and would like to rename the payee based upon multiple "conditions", where the "Quicken Account" is one of the conditions.

Currently, it appears (see graphic attached) that renaming rules will only match on "Tags" contained in the "Payee" name.

Any help would be very much appreciated.

image.jpeg
Tagged:

Comments

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    It can't be done. It has been requested in the past and the Quicken Mac developers have rejected the idea.

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