Import Rule setting for a payee that changes based on date, location, etc…

There may be cases where you shop at the same store but at different locations or cases where the payee name includes the date of the transaction when downloading. In these cases your Import Rules may not match the next transaction and apply categories for you automatically. You could set the Regular Expressions (RegEx) code for the Import Rule to something similar to the following:


(payee name followed by a period and asterisk with no spaces)

Go to View> Go To> Payees, Schedules & Rules and click “Import Rules”, then you should be able to add or edit Import Rules as you like.