Memorized Transactions non-specific payees?

Jun 29, 2008 1 Replies

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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