How to Change Downloaded Transaction Preferences in Quicken
To access the preferences
- Choose Edit menu > Preferences.
- In the left panel, select Downloaded transactions.
- In the right panel, select the settings you want to use.
- Click OK to save your changes
Other
After Downloading Transactions
Automatically add to banking registers
When this option is selected, Quicken will enter downloaded banking transactions into all of your registers as soon as they are received. If you've manually entered transactions, Quicken automatically matches those transactions with their corresponding downloaded transactions so you don't end up with duplicates.
If you do not use this option all downloaded transactions must be manually reviewed and accepted before they are added to your registers. Unaccepted transactions will not appear in reports, graphs, and other product features.
Automatically add to investment transaction lists
When this option is selected, Quicken will enter downloaded investing transactions into all of your investment transaction lists as soon as they are received. If you've manually entered transactions, Quicken automatically matches those transactions with their corresponding downloaded transactions so you don't end up with duplicates.
If you do not use this option all downloaded transactions must be manually reviewed and accepted before they are added to your investment transaction lists. Unaccepted transactions will not appear in reports, graphs, and other product features.
During Transaction Download
Automatically categorize transactions
Select this option to have Quicken suggest categories to assign to new transactions as they are downloaded.
The selected business data that Quicken uses to categorize your transactions is provided by infoUSA Inc.
Automatically apply Quicken's suggested name to payee
Select this option to have Quicken automatically rename your transaction payees as they are downloaded, based on a database of standardized merchant names. If you deselect this option, your existing renaming rules in Quicken are still used (click the Renaming Rules button in this dialog to see a list of those rules).
Capitalize first letter only in downloaded payee names
For example, the downloaded payee ANYTOWN COFFEE would automatically be renamed as Anytown Coffee.
Your Renaming Rules
Use my existing Rules
When this option is selected, Quicken will use your existing renaming rules to automatically rename similar payees for future downloaded transactions. Click Renaming Rules to see a list of the rules you've created.
Renaming Rules Button
Click the Renaming Rules button to access a window where you can view, create, and change your payee renaming rules.
Automatically create rules when I rename payees
When this option is selected, Quicken will create renaming rules when you manually edit payee names in the register.
Let me review/confirm the automatically created rules
Select this preference to be notified whenever a new renaming rule is created.