How do I disable Quicken Renaming Rules

Quicken renaming rules are bothersome, I don't want Quicken to prompt me when I download transactions but I don't want Quicken to automatically rename anything, I want Quicken to just download my transactions and take no action at all.  Is there a way because I read in the help if I disable confirmation it will rename automatically.


6 people found this helpful

I'm sorry fwffisher, but it sounds like you are answering the wrong question.

QuickFill/Memorized payees is not "renaming".

The process is that for downloading payees are first renamed and then matched to memorized payees.  The idea being if the financial institution used:
Safeway 1/2/2013
You could rename it to Safeway so that it would match with one memorized payee Safeway, which would in turn fill in things like the category.

The  QuickFill part refers to when the user types in the payee, Quicken tries to match and fill in the rest of the information.
Again something different the renaming.

Let me first say that before R10, Quicken's renaming rules were tied to "automatic categorization", but has now been broken out into two options.  Automatic Categorization is meant for when you have no memorized payee that matches, Quicken's servers would take a guess at what the payee/category should be.

So the options for renaming are:
Edit -> Preferences -> Downloaded transactions
You will want "Automatically apply Quicken's suggested name to payee" off
You will want "Use my existing renaming rules" off
Your will want "Automatically create rules when I rename payees off.

And most likely if you don't like all the automatic stuff you will want
Automatically categorized transactions, off.
Was this answer helpful? Yes No
1 additional answer

No answers have been posted

More Actions

People come to Quicken Community for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Do you still have a question?

Ask your question to the community. Most questions get a response in about a day.

Post your question to the community
or contact us