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Subject Author Date
Quicken 2007 questions - qif files. BobK 02-21-2008
Posted by John Pollard on February 22, 2008, 3:11 pm
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 John Pollard wrote:
>> Do I have to do something to fix this so Quicken captures the
>> correct payee name?

> Yes. Create a renaming rule for each payee whose name you
> expect to see in the Memo field of a downloaded transaction.

I should have added that if you already have a renaming rule for
a payee, just Edit it to add a new "if" statement that looks in
the Memo field.

You can have multiple clauses in a renaming rule, they will have
an "or" relationship to each other. As in: rename the
downloaded payee to ABC if the downloaded payee name contains
the text "ABC" or the downloaded memo field contains the text
"ABC".

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by BobK on February 22, 2008, 4:46 pm
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>>> Do I have to do something to fix this so Quicken captures the
>>> correct payee name?
>
>> Yes. Create a renaming rule for each payee whose name you
>> expect to see in the Memo field of a downloaded transaction.
>
> I should have added that if you already have a renaming rule for a
> payee, just Edit it to add a new "if" statement that looks in the
> Memo field.
>
> You can have multiple clauses in a renaming rule, they will have an
> "or" relationship to each other. As in: rename the downloaded payee
> to ABC if the downloaded payee name contains the text "ABC" or the
> downloaded memo field contains the text "ABC".


Thanks John, Much appreciated. I will give it a go.

Bob



Posted by BobK on February 22, 2008, 9:05 pm
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>>> Yes. Create a renaming rule for each payee whose name you
>>> expect to see in the Memo field of a downloaded transaction.
>>
>> I should have added that if you already have a renaming rule for a
>> payee, just Edit it to add a new "if" statement that looks in the
>> Memo field.
>>
>> You can have multiple clauses in a renaming rule, they will have an
>> "or" relationship to each other. As in: rename the downloaded
>> payee to ABC if the downloaded payee name contains the text "ABC"
>> or the downloaded memo field contains the text "ABC".


Hello Again,

One more question. Is there a smooth way to add all those renaming
rules?

That is, you have to remember the exact name in the memo field and
remember a Memorized Payee. You can't open both the renaming and
memorized payee list at the same time and there is no drop down for
memorized payees on the renaming window. So I was wondering how you go
about doing a bunch of these. Is there a fast way? Should you work
from the import list at the bottom or get them into the register
first?

Thanks,

Bob



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