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
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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