Crowdsourcing a Payee Renaming Rule and Memorized Payee

David Green
David Green Member ✭✭✭
in Registers & Transactions (Windows)

My wife bills clients using one of the online credit card processors. The processor recently changed something and the payee name is now random for each transaction and doesn't contain the processor name. The only constant I can find is the name starts with a T followed by a space. So here are some samples:

T Fy G

T Sp Qa

T Wp Btas

I want to create a rule in the memorized payee list, but there is not an option for the Payee that "starts with". The renaming rule, I can do a "contains" on the "T " but that might rename any payee that contains a T followed by a space. I could then set up the memorized payee rule and only categorize deposit above a specific amount to the account they are deposited in. However testing this with finding transactions containing a T followed by a space Quicken is ignoring the space and returning every payee that starts with the letter T. Any suggestions? She usually bills once a month so if I have to do this manually it is not a big deal.

Quicken for Windows Premiere
Always the latest version

Answers

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited March 7

    Try the "Quicken Name Is" choice instead.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • David Green
    David Green Member ✭✭✭

    Thanks. I looked at that option, but it doesn't suggest a name during download. Also the names aren't constant. The only constant I can find is they start with "T " but quicken doesn't recognize the space when it is part of a filter so I can't create the renaming rule. Quicken also seems to include " as part of the value to search for so I can't escape the "" and do something like "T " to get it to search for the space.

    Quicken for Windows Premiere
    Always the latest version
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    The "Contains" in Renaming Rules actually matches whole words, not substrings as you might expect

    So assuming you want the rule to match to T followed by a space, Contains T with no quotes or space should do it.

    Please let us know if that works for you.

    QWin Premier subscription
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If "Quicken name is …" doesn't cut it, you may have no other alternative but to create one Renaming Rule for each merchant name that needs changing.
    Quicken can help you build Renaming Rules for you if you turn off "automatically accept downloaded transactions", either globally for all accounts or for this specific account. Then, when a new transaction lands in the Downloaded Transactions tab area, select it. Edit the Payee Name in the new transaction line in the register. Quicken should guide you through building a Renaming Rule, to change "T Fy G" to "Fy G", for example.
    Lather, rinse and repeat 😉 for all other "T …" payee names, one at a time.

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