How to add payee renaming rules

Renaming rules help clean up downloaded payee names so they’re easier to read. Many financial institutions include extra characters, store numbers, or location info that can clutter your reports and registers. Renaming rules automatically replace these with a standardized version each time a matching transaction is downloaded.

Ways to create a renaming rule

From a register

1. Open the account register.

2. Select a transaction where the payee name is difficult to read or inconsistent.

3. In the Payee field, type the name you want to use instead.

4. Click anywhere else in the register.
   The Create Payee Renaming Rule window appears.

5. Review the fields:

   • If the downloaded payee name contains this text: This shows the downloaded name or a portion of it.

   • Replace with this name: This is the new payee name you entered.

6. Click Edit Custom Rule if you want to refine the match criteria.

7. Click OK to save the renaming rule.

From the Renaming Rules list

1. Go to Tools > Renaming Rules.

2. Click Add a Rule.

3. In Change payee to, type the name you want Quicken to use.

4. Choose how to match:

   • Payee contains: Searches the downloaded payee and memo fields.

   • Quicken name is: Matches names in Quicken’s known merchant database.

5. In the text field, enter the words to search for.

6. Click OK to save the rule.

From the Memorized Payee List

1. Go to Tools > Memorized Payee List.

2. Use CTRL+click or SHIFT+click to select payees that are variations of the same merchant (for example, Anytown Coffee 005, Anytown Coffee Pleasanton).

3. Click Merge/Rename.

4. In the New Payee Name field, type the name you want to use.

5. Select Apply to future downloaded transactions to create a renaming rule.

6. Click OK.

This method is useful when you've already cleaned up your payees manually and want to make sure Quicken keeps them consistent in the future.

To delete a renaming rule

1. Go to Tools > Renaming Rules.

2. Select the rule you want to remove.

3. Click the red minus icon.

4. Click OK to confirm.

The rule will no longer apply to future downloaded transactions.