How to edit renaming rules

Renaming rules help clean up payee names in your downloaded transactions. If a rule is renaming payees incorrectly or no longer applies, you can edit the rule to change what text it matches or how the payee is renamed.

Note: Renaming rules only apply to future downloaded transactions. They do not change transactions already recorded in your register.

Edit a renaming rule

1. Go to Tools > Renaming Rules.

2. Find the rule you want to update.

3. Click the pencil icon to open the rule for editing.

4. Update the Change payee to field if you want Quicken to use a different name.

5. Adjust the match conditions if needed:

   • You can edit the text that triggers the rename (such as Main Coffee)

   • You can switch between Payee contains and Quicken name is

6. Click OK to save your changes.

To remove a specific match from a rule, expand the rule and click the minus icon next to the part you want to delete.

To add another match to the same rule, click the plus icon and enter additional text that should trigger the rename.

Edit a Do-Not-Rename rule

1. In the Renaming Rules dialog, select the Do-Not-Rename Rules tab.

2. Click the pencil icon next to the rule you want to change.

3. Update the match type or search text.

4. Click OK to save.

You can also delete Do-Not-Rename rules using the minus icon if they’re no longer needed.

Edit through the Memorized Payee List

If a renaming rule was created when you merged payees in the Memorized Payee List, you can update it by:

1. Going to Tools > Memorized Payee List.

2. Locating the payee that is currently being renamed.

3. Selecting the payee and clicking Edit.

4. Changing the payee name to something else, then checking Apply to future downloaded transactions if you want the rename to continue.

5. Saving your changes.
   This will update the linked renaming rule with the new name.

Example

You notice that transactions for Main Street Deli are being renamed to Main Coffeehouse because of a broad rule using Payee contains: Main.

To fix this:

• Edit the rule and make the match phrase more specific, such as Main Coffee

• If needed, add a Do-Not-Rename Rule for Main Street Deli to keep that name unchanged in the future