Allow amount to be included as one of the criteria for payee renaming

pablopaul · January 3

I would like to see amount be included as one of the criteria for renaming a payee. For example, I want my Adobe subscriptions to be renamed to Adobe Stock when the amount is $29.99, but renamed to Adobe CC when the amount is $59.99. This would also be helpful with Apple, Amazon, and other companies who offer multiple subscription services but don't always provide the information to differentiate those services from one another.

Jim_Harman · January 3

One way to handle that would be to make a Reminder for Adobe Stock for $29.99. Since it is a subscription, it is a fixed amount and schedule, and you can have it auto-enter a few days before the next payment is due. When the $29.99 transaction downloads, Quicken will match it to the transaction that is already in your register based on the amount and the date. Likewise, you could have a $59.99 Reminder for Adobe CC.

Allow amount to be included as one of the criteria for payee renaming

Reviewed · Last Updated January 4

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