Renaming rules help to make payee names more readable. In many cases, the name downloaded from the bank will have extra information that is not of use to you and makes the payee hard to read.
To create a new renaming rule
In the register, select a transaction from the payee you want to rename.
Type a new name for the payee in the Payee column.
Click a different transaction. The Create Payee Renaming Rule window will appear.
Review the text in theIf the Downloaded payee name contains this textfield.
The text in this field was downloaded directly from your financial institution. It may be all, or just a portion of the downloaded text.
The complete text of what was downloaded from your financial institution is displayed in the bottom half of the bottom half of the Create Payee Renaming Rule dialog.
Review the text in theReplace with this namefield.
If you would like to change the "payee name contains" use the buttonEdit Custom Rule to change the text.
Click OK.
To delete a renaming rule
Go to Tools menu → Renaming Rules.
On the Renaming Rules screen, select the rule you want to delete.
Click the red minus icon .
Click OK to confirm you want to delete the renaming rule. The renaming rule will no longer appear.