Quicken automatically creates a renaming rule whenever you edit a payee name in a downloaded transaction, so you don't have to rename it in the future.
Renaming rules are useful to:
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Specify detailed rules for payee renaming precision.
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Define payees that you don't want renamed. The payee name stays as it comes from the bank.
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Sync renaming rules so mobile and web transactions download the same way they do on Mac.
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Rename existing transactions and correct past payee naming mistakes.
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View, add, modify, or delete renaming rules in the Payees & Rules window.
Add a renaming rule from the register
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Right-click the transaction with the payee you want to change.
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Select Edit Transaction and enter the new payee name.
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Select the Also rename... checkbox.
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Click the dropdown arrow and choose whether to apply the rule to Future transactions or Existing & future transactions.
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Press Return.
When you choose Existing & future transactions, Quicken opens the renaming rule flow so you can review the rule before it is applied. Adjust the rule as needed, click Review to see the existing transactions that will be renamed, and then click Apply & Save.
When you choose Future transactions, Quicken saves the rule for future downloads. If Quicken opens the Create Renaming Rule dialog to gather more detail, review the rule and click Save.
You can turn off automatic rule creation in Settings, as described below.
Add a renaming rule from the Payees & Rules window
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Choose Window > Payees & Rules.
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Select the Renaming Rules tab.
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Click the plus (+) sign in the bottom-left corner of the Renaming Rules window to create a new renaming rule.
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Review and adjust your new renaming rule:
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If you applied the rule to existing transactions, click Review. When you finish reviewing the transactions that will be renamed, click Apply & Save.
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If you did not choose to rename existing transactions, click Save.
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Control whether renaming rules are created automatically
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Choose Quicken > Settings.
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Select the Register tab.
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Under Renaming Rules, select or clear Automatically create rule when I correct a payee name to turn automatic rule creation on or off.
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Use the Apply new Renaming Rules to dropdown to choose Future transactions or Existing & future transactions.