Renaming Rules for Past and Future Transactions in Quicken for Mac
Product Version
Business
Deluxe
Premier
Starter
Overview
Quicken for Mac allows you to set renaming rules for your payees. You can now:
- Rename a payee that will automatically create a rule so that you won't have to rename it in the future.
- Specify detailed rules for payee renaming precision.
- Define Payees that you don’t want renamed. The Payee name will stay as is when it comes from the bank.
- Sync renaming rules so that mobile and web transactions are downloaded just like they are on Mac.
- Rename existing transactions and correct past payee naming mistakes.
- View, add, modify, or delete renaming rules in the new Payees & Rules window
Instructions
To add a renaming rule from the register
- Right-click the transaction with the payee you want to change.
- Select Edit Transaction and enter the new payee name.
- Check the Also rename... option box.
- Click the dropdown arrow for more renaming options. You can select to rename future transactions or existing and future transactions.
- Press the return key.
- If you are presented with the Create Renaming Rule dialog, review and adjust your new renaming rule.
- If you have chosen to apply the rule to existing transactions, click Review. When you are done reviewing the existing transactions that will be renamed, click Apply & Save.
- If you did not choose to rename existing transactions, click Save.
Please note, the Create Renaming Rule dialog only appears during this process if Quicken anticipates that you'll want to add more details to the renaming rule. However, you can still access this dialog at any time by following the To add a renaming rule from the Payees & Rules window steps below.
To add a renaming rule from the Payees & Rules window
- Go to Window > Payees & Rules.
- Select the Renaming Rules tab.
- Select the + plus sign in the bottom left corner of the Renaming Rules window to create a new renaming rule.
- Review and adjust your new renaming rule.
- If you have chosen to apply the rule to existing transactions, click Review. When you are done reviewing the existing transactions that will be renamed, click Apply & Save.
- If you did not choose to rename existing transactions, click Save.
To edit a renaming rule
- Go to Window > Payees & Rules.
- Select the Renaming Rules tab.
- Select the payee with the renaming rule you want to edit.
- Click the pencil icon in the bottom left corner of the Renaming Rules window.
- Review and adjust the renaming rule.
- If you have chosen to apply the rule to existing transactions, click Review. When you are done reviewing the existing transactions that will be renamed, click Apply & Save.
- If you did not choose to rename existing transactions, click Save.
To delete a renaming rule
- Go to Window > Payees & Rules.
- Select the Renaming Rules tab.
- Select the payee you want to delete the renaming rule from.
- Click the - minus sign in the bottom left corner of the Renaming Rules window.
