How To Create and Edit Renaming Rules

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Business
Deluxe
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Overview

Your financial institution's way of listing payee names may contain irrelevant detail (such as a store number or exact location) that can quickly clutter your Memorized Payee List. When you update transactions with your participating financial institution, Quicken can use renaming rules to standardize payee names and avoid this problem.

Note: Renaming rules are available only for online-activated accounts.

Instructions

To Create a New Rule

  1. Go to Edit > Preferences.
  2. Select Downloaded Transactions.
  3. Click on Renaming Rules.
  4. Click Add a rule.
  5. Define the method you want Quicken to use to map similar names to be renamed to the new name.
  6. ​Press OK.

To Edit an Existing Rule

  1. Go to Edit > Preferences.
  2. Select Downloaded Transactions.
  3. Click on Renaming Rules.
  4. Select the rule you want to edit.
  5. Click on Edit the name for this payee (Pencil icon) to edit the rule.
  6. Enter the new Payee name.
  7. To save the rule, click OK.

To Add a Rule to an Existing Rule:

  1. Go to Edit > Preferences.
  2. Select Downloaded Transactions.
  3. Click on Renaming Rules.
  4. Select the rule you want to edit.
  5. Click on Add a rule for this payee name (plus icon).
  6. Define the method you want Quicken to use to map similar names to be renamed to the new name.
  7. Press OK.
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