Quickfill rule based on partial text match (Q Mac)

evan@
evan@ Quicken Mac Subscription Member
edited February 14 in Manage Accounts and Transactions

It would be great if I can assign a category based on partial text match, say "TST*" assigned to Dining category.

Toast, Sunday and other merchant services programs add prefix to their transactions that can be used to automatically categorize. Toast is always a restaurant.

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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Is there a blank space after "TST*" and before the restaurant name? There is in my transactions, which would make a Quickfill rule work.

    However, if you are looking for a way to strip "TST* " from each merchant name and leave the rest … I don't think that'll work unless you're willing to set up one rule for each restaurant name based on the individual restaurant name.

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