Is there a way to automatically remove the account number from downloaded transactions?
Lately (or maybe it's been a while), many of my downloaded transactions have the account number appended to the end of the Payee field or in the Memo field. For example, I see Payee as
"QFC - 9129", "UBER - 9129", "BEST WESTERN - 9129", etc.
That "- 9129" is the last four digits of my credit card.
I would prefer not to have every payee contain those extra digits. It really looks ugly in the register, and its meaning is pointless and redundant. I have only one credit card in this account.
Also in another account (Amex), those account numbers appear in the MEMO field. So every single MEMO field now has the digits "XXXX1003", which is also really useless.
Is there a macro or way to rename these downloaded transactions to avoid the extra account digits in the Payee and Memo fields?
I would rather not have to go through every Payee and Memo field and manually edit them. I've done this is the past, but it's time consuming.
Thank you
Answers
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Renaming Rules (Tools menu) are the solution.
In your cases, it is the end of a CC #, in my case, it is store #s, such as Wal-mart #1234.
I have a renaming rule for my more common Payees as shown in this screenshot.
So, in this case, if the payee contains either "Wal-Mart" or "Wm Supercenter", they get changed to JUST 'Wal-Mart".
If a renamed payee always has the same category, I'll create a Memorized Payee (Tools menu) for that renamed payee with that category and $0 and lock it so that Q doesn't change the amount or category in the future, but the downloaded amount will be used when it is imported into the register.
-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list0 -
To enable Renaming rules, you must go to Edit > Preferences > Downloaded Transactions and check the "Use my existing Renaming Rules" box.
Another option that may help is to check the "Automatically apply Quicken's suggested name to Payee" box on the same Preferences page. With this option selected, if none of your Renaming Rules applies, Quicken will try to assign a payee without extra text or numbers, but this is not 100% accurate. For example, it changes "WESTERN CONN MEDICAL GRP" to "Conn's".
I generally use a combination of the two options, with Renaming Rules to provide the correct Payee when I have seen that Quicken's automatic assignment gets it wrong.
QWin Premier subscription0 -
Hmmm. Ok, I guess I can create a rule for all my common payees, like QFC, UBER, etc, and just rename them to the right name. I'm not too happy with Quicken's suggested names, since they often seem wrong.
I'm not sure how I can get the Memo field to be automatically cleared. For now, I just go Edit Transactions, and Find all "XXXX1003" in the Memo field, and just replace it with blank.
Would be nice to have a global rule using a simple regular expression and substitution (like standard unix regex): s/- 9129$// for payee, and s/XXXX1003$// for Memo.
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If the Memo field contains the unwanted numbers (they are not appended to the Payee Name) then you can try setting this option:
Go into Edit Account Details, Online Services tab. At the bottom of the view put a checkmark in Don't update Memo when downloading
This option is account specific and needs to be set in each account with this problem.Try using Edit / Find/Replace if you want to cleanup old register transactions
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@UKR Thank you for that tip. The only account that puts numbers in the Memo field on download in Amex, so this helpful hint works out perfectly!
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