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Posted by John Pollard on January 3, 2007, 9:58 am
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Nope wrote:
> "Stephen the Red" wrote:
>
>> At least in 2007 H&B, I am using the Renaming Rules to
>> do just this. After one transaction has downloaded
>> (with the gibberish Payee name) and renamed it
>> successfully to the "real" Payee I want to show, I enter
>> the Category. THEN, I memorize the Payee. From that
>> point on, when this renamed Payee is used, the program
>> inserts the Category from the match in the Memorized
>> Payee List.
> I tried that but the gibberish names that downloaded were
> not unique. Two of the transactions downloaded as "44"
> and the other as "45" (Account numbers). I tried using
> "44" in a renaming rule but it would get half right and
> screw up the other. Now, if the renaming rule could
> account for the amount then it would have been perfect.
If you have Q2006, or newer, and your fi puts unique info in the
memo field, you can have Quicken use memo field info in the
renaming rule.
--
John Pollard
First initial underscore Last name at mchsi dot com
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