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Posted by Andrew on June 29, 2008, 8:24 pm
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louise wrote:
> Quicken 2007 - Windows XP Pro, SP3
>
> I am taking lots of taxi cabs and charging them on my credit
> card. These are all a business expense.
>
> However, when they download from my bank, the payee is
> always slightly different. It will always say "taxi" and
> also "nyc", but it will also have an addition to the payee
> name such as the medalion number etc.
>
> Is there any way to set up a memorized transaction that will
> read all payees that have the word "taxi" or "nyc" and fill
> in the category automatically?
>
> Will something like *taxi* work?
>
> Thanks.
>
> Louise
Yes, in the RENAMING rules dialog you can trigger when PAYEE contains a
particular character string (eg: "TAXI").
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Regards -
- Andrew
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