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Q2005: category question...

Hi -

I have what I don't think is a strange predicament, need a fix for it.

I have monthly credit card expenditures that Quicken (or Citibank?) does not categorize properly on its own. So I manually edit the category, then "memorize" the payee.

However, for every charge, the vendor attachs a different reference number to the payee line (different for every single charge to this vendor), so Quicken does not recognize it as the "memorized" payee.

Is there a way to tell Quicken that if it see "any or all of the keyword(s) I specify" in a payee's name, to categorize it "whatever" ? That way, if it sees Nickel&Dime Reports 8762894 as a payee one month, and Nickel&Dime Reports 6543987 as a payee the next month, it will remember that *anything* with Nickel&Dime Reports in the payee line is categorized as "whatever" ?

Please advise-- difficult to describe this in words!

Thanks - Kim.

Reply to
kimer
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Nah, I know what ya mean. I see the same thing in 04.

I go back in the memorized category list and delete all the memorized transactions for a given vendor, and then memorize just one new one with the right category.

I'm not sure what exactly the quiken matching algorithm is, but I believe if you purge the memorized transaction history of all the wrong stuff, it will do the right thing.

Caveat: I just implemented this fix recently and haven't confirmed it works

100% of the time.
Reply to
Todd H.

Yes.

Not really so difficult; Quicken already employs a similar concept in its Find/Replace dialog, when it asks if you want the Quicken field you select on to "contain" the text you specify or to be an "exact" match for the text you specify.

Q2005 has a new, more sophisticated, feature which Quicken calls "Renaming Rules", which work "automatically", much like memorized transactions. One place they can be found is

Online > Renaming Rules

You can set multiple rules (perhaps "sub rules" would be more accurate) which convert multiple incoming "payee" names to the same payee name.

Reply to
John Pollard

Thank you!

Excellent.

Of course now I have a new question! (new thread).

:) Kim.

Reply to
kimer

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