Allow further customization for Renaming Rules

Fixitinpost15
Fixitinpost15 Quicken Mac Subscription Member
edited November 13 in Manage Accounts and Transactions

I am new to Quicken and I am trying to organize my transactions and I am finding that the Windows version seems to allow for greater organizing than Mac. Why? I feel that should be a foundational element of the application. For instance, I have several transactions from Apple for all of the AppleCare for multiple devices. I would like to be able to rename these line items, but I am unable to. The transaction shows up as "Apple" and I want to change all instances where Apple purchases of $8.99 gets renamed to Apple - iPhone 16 and then a transaction for $3.99 gets changed to Apple - iPad. But I can't do that. It seems like you can rename based on an amount for the Windows version. Would be nice for some of these more basic things to be implemented into the Mac version.

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  • Bluekey Marina
    Bluekey Marina Quicken Mac Other Member ✭✭

    I do this by naming it the way I want and then click "Save QuickFile rule for this payee with category."

    It will then remember that Apple - iPhone16, category Apple iPhone(or whatever category you are using) and $8.99 is what that is supposed to be when it sees an incoming from Apple for $8.99

    Hope this helps!

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