Auto Categorize based on Payee Name AND Transaction Amount?

I have recurring monthly transactions that both go to the same online investment service, but are for different categories (one is retirement saving, one is saving for my kids education). They have the same payee name, but different dollar amounts. Is it possible to set up auto-categorization to assign these two transactions to different categories each month?

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  • And the transactions aren't on the same day of the month every month, so it doesn't seem like I can do a recurring transaction.

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  • I have a recurring transaction set up where the actual date is variable. I just set the transaction up with the latest date the transaction might occur. Then if the transaction comes in earlier, I just right click on the scheduled transaction and click Enter Now. It's a lot faster than entering it manually every month. 

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  • No, payee rules are based solely on the payee field. Once you know the date (I assume you get an email or something), adjust the recurring transaction date.

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    • nolesrule
    • Stealing From the Future fix is an improvement but is incomplete....
    • nolesrule
    • 2 yrs ago
    • 1
    • Reported - view

    When you say they aren't on the same day every month, they are close enough though right? I mean if it's an auto transaction it must be on some kind of schedule. It's not going to be random. I'd use recurring scheduled transactions, and set a date at the earliest point in the month. If you have to do a manual match on the imported transaction, so be it.

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  • Thanks everybody. One more question: will the imported transaction match to a recurring transaction if it's within a certain date range?

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      • dakinemaui
      • dakinemaui
      • 2 yrs ago
      • 1
      • Reported - view

      Matthew Line 10 day matching window. Outside of that, use the Manual Match command.

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