How do I add or edit renaming rules?

Renaming rules tell Quicken to substitute a standardized, easily recognizable payee name when a similar payee is downloaded from your financial institution.

Note: Renaming rules don't change transactions already recorded in your register; they affect only transactions that will be downloaded in the future.

1. If necessary, choose Tools menu > Renaming Rules.
2. Click Add a Rule at the bottom of the Renaming Rules dialog.
3. In the Change payee to field, enter or edit the name you want to use for the payee. In other words, the name you want to change similar payees to such as Main Square Coffee.
4. In the Quicken will rename the downloaded payee field enter the original payee name, such as SQ*COFFEE1234SHOP.
5. To save the rule, click OK.

1. If necessary, choose Tools menu > Renaming Rules.
2. In the Renaming Rules dialog, click the Do-Not-Rename Rules tab.
3. Click Add a Rule at the bottom of the dialog.
4. In the drop-down, select If payee contains or If Quicken name is to specify the type of Do-Not-Rename rule to create.
   • What's the difference?
     • If payee contains: When you download new transactions, Quicken searches the combined text of the downloaded Payee and Memo fields for the text you enter (in the next step). A match occurs, and the downloaded payee is renamed, if the text you enter appears in the same order, and not as a substring, somewhere within the combined fields. Examples:Parker matches Parker Supplies; Parker does not match ParkerSupplies; Parker Suppliesmatches Parker Supplies Company; Parker Supplies does not match Supplies by Parker Company.
     • If Quicken name is: When you download new transactions, Quicken searches its own database of common merchant names for the text you enter (in the next step). A match occurs, and the downloaded payee is renamed, if the text you enter exactly matches a merchant in the database. The search is performed after all other renaming rules have been run. Examples: Parker Supplies matches Parker Supplies; Parker does not match Parker Supplies, or any other variant such as Supplies by Parker.
     • For more information, see How Quicken suggests categories and payees
5. In the text box, enter the words to search for. Comparisons are not case-sensitive.
   • Example

     If you select Payee contains and enter Anytown coffee as the words to search for, then both Anytown Coffee Pleasanton, and Anytown Coffee 005 will not be renamed. The payees will appear in your register exactly as downloaded.

6. To save the rule, click OK.

1. If necessary, choose Tools menu > Renaming Rules.
2. In the Renaming Rules dialog, select the rule you want to change.
3. Click the Edit icon (the pencil).
4. Enter the new name in the Change payee to field. All future downloaded transactions will use this payee name when the renaming rule is executed.

1. If necessary, choose Tools menu > Renaming Rules.
2. In the Renaming Rules dialog, select the name of the rule to which you want to add a new "rename if" statement to.
3. Click the Add icon (the plus sign).
4. In the Change payee to field, enter or edit the name you want to use for the payee. In other words, the name you want to change similar payees to such as Main Square Coffee.
5. In the Quicken will rename the downloaded payee field enter the original payee name, such as SQ*COFFEE1234SHOP.
6. To save the rule, click OK.

1. If necessary, choose Tools menu > Renaming Rules.
2. In the Renaming Rules dialog, select the name of the renaming rule that you want to edit and expand it (click the arrow next to it) to reveal its "rename if" statements.
3. In the drop-down, select Payee contains or Quicken name is, as necessary.
4. In the text box, edit the words to search for in the downloaded payee name.
5. To save the rule, click OK.

To delete an "rename if" statement, select it and click the Delete icon (the minus sign).