Payee renaming rules with MEMO info and adding payee to multiple transactions

I can't understand if is possibile to user payee rename rules with information in MEMO's.

If not how about add this feature? It would be useful!

Is it possible to add payees to multiple transactions at once without using payes renaming rules?

2replies Oldest first
  • Oldest first
  • Newest first
  • Active threads
  • Popular
  • Hi Lorenzo G. !

    Currently, payee renaming rules are only based on information in the payee field. Memos aren't always included when importing transactions and some of our Direct Import partners leave them out intentionally. 

    Entering a renaming rule, or renaming a payee, is the only way to currently update the payee of multiple transactions at once.

    Like
  • I understand that not every institution provides a memo, but in my use-case I have sub accounts for my children.  The payee always comes through blank, but the memo includes a partial account id.  It would be really nice to be able to rename based on a partial text match in the memo field.

    Like
Like Follow
  • 8 days agoLast active
  • 2Replies
  • 120Views
  • 3 Following