1. If downloaded transactions come from a brokerage-type account (for example a brokerage account with a debit card or check writing), your renaming rules are not being applied to that account. (Other accounts should not be affected.)
2. If you de-select a preference called "Use automatic categorization" (found in Edit > Preferences > Register) renaming rules are not to being applied. This preference should control just auto-categorization of new payees and payee name clean up for payees without renaming rules. Instead, un-checking this (incorrectly) causes renaming rules to stop working.
For now (R7), turning ON the "Use automatic categorization" pref should restore renaming rules for most customers.
Both of these issues are being worked on now and should be fixed in an upcoming release.
Thanks to everyone for bringing these issues to our attention and helping us get down to the root cause.
It appears that the Help is out-of-step with the Preference dialog as of R7. The help is describing some updates that have not yet been released. We plan to release these changes in an upcoming patch. Sorry for the confusion!
Since the cat is out of the bag, I can at least let you know what's coming in the prefs.
First, right now (R7) we have renaming rule prefs spread out across multiple pref screens:
1. Prefs > Register: "Use automatic categorization"
2. Prefs > Notify: "[notify when] Creating a renaming rule.
3. Prefs > Downloaded Transactions: the main rename prefs
We plan to consolidate all these into one place (Prefs> Download transaction) so you can actually find them!
Second, that #2 pref above:
Prefs > Register: "Use automatic categorization"
Currently controls two actions. In R7, if this is checked we: (i) attempt to automatically categorize downloaded transactions (when you don't have memorized payees to define the category); AND (ii) attempt to clean up the Payee name.
We plan to break this into two, separate controls: one for categorization, the other for Payee name clean up. So you can choose either one OR the other.
So, for now (R7 or earlier versions of Quicken) if you deselect the "Use automatic categorization" we will stop both auto-categorization and payee name clean up. (Again, for the categorization part, is does NOT affect categories determined by your Memorized Payee List. Only new payees that are not in the Memorized Payee list.)
Q2013 always runs the rule against a combination of the Downloaded Payee AND Downloaded Memo. So, those rules you had for memo should still work. (As stated elsewhere, we do this because different Financial Insituations send us data in different forms--some use the payee field, some use the memo field and some just arbitrarily chop the name in half and put some in the payee and the rest in the memo.)
A.) To make a copy of your file:
1. Click on the File menu.
2. Select File Operations, then choose Copy.
3. When the Copy File window comes up, click on Browse.
4. In the File Name field, put in a name for your new Quicken file and click on Save.
5. Make sure the date range given will include all the transactions you have entered into your file.
6. Click on OK.
After your file has copied, a window will appear saying "File Copied successfully", and ask you which file you would like to use: the Original file or the new copy. Select the New copy and press OK.
B.) Repairing the memorize payee list.
1.) Hold down Control + T on your keyboard to open the memorize payee list.
Warning: The steps below would affect all the payee in the list and that is the reason we are following the steps in the copied file.
2.) Select the first payee in the list and hold down the shift and the down arrow key on the keyboard to select the entire payee list.
3.) Once the entire payee list is selected >> click on Delete. Result this would delete the entire memorized payee list. Once it deletes all the payee then close the memorize payee list.
4.) Click on the tools menu, let it be open and now hold down Control and shift key on the keyboard and by holding down these keys click on Memorize payee list. Result: It would recreate those payees which are not corrupted.
NOTE: Make sure that the renaming rule is deleted for the payees. If possible then delete all the renaming rules.
Now you can try to download the transaction from the bank and check if it works in the copied file. If it works then you can continue using the copied file as it has been fixed and has all your information that you have in your original file.
If the issue persist in the copied file then move back to the original file please follow the steps listed below:
1.) Click on the file Menu.
2.) In the drop down just above the exit button you will see the list of files that has been recently opened.
3.) Click on the number 2 file that should be the original file.
I would request you to call us at 877-844-1515 from Monday to Friday between 10 am to 8 pm according to EST. As you are using 2013 so there would be no charge for the call as you are under one year free technical support which applies from the date of the purchase of the product.
Quicken Product Support
Before, when using Quicken 2010 if I clicked on another account I have, when I returned to my downloaded transactions the merchant would be renamed as I created the rule. Now, it does not matter how many times I open or close Quicken, click on another account or change my preferences under the edit menu, none of merchant names change as I renamed them. Also frustrating is that there is nowhere you can see all the rules you have.
Sometimes when I select revert to: it reverts to a previous renaming rule, and not the downloaded name. If I knew I was going to have these kinds of problems, I would never have downgraded from Quicken 2010. When I downloaded Release 7, I thought it was going to fix my issues, but not even Release 8 has fixed the issue. You would think with all the years Quicken has been at it that they could get it right.
I am frustrated to no end with Quicken 2013.
Maybe they will get it right in Release 9.
, Q2013 RPMSuperUser
The Help presentation may not be as clear as it could be, but, "During Transaction Download" is a "Help" section, it doesn't refer to a "Preferences" section.
The individual options covered in Help "During Transaction Download" are "Preferences" found in Edit > Preferences".
Automatically categorize transactions", for example, is found in the "Transaction Entry" section of "Register" Preferences (though to be precise, it's called "Use Automatic Categorization" there).
[It's also not clear in Help, what difference, if any, there is between, "Automatically categorize transactions" and "Automatically apply Quicken's suggested name to payee". It appears that selecting the Preference to "Use Automatic Categorization" applies to both of those Help options.]
Having said that, I don't understand what any of this has to do with whether Renaming Rules work, or not.
Any chance that "is equal to" or "starts with" will be coming back?
OK, I believe all the pertinent choices for renaming in "Downloaded Transactions Preferences" are possibly opposite what we assume is their intent. I've UNCHECKED everything except "Capitalize first Letter......" (nothing to do with renaming) & renaming appears to be working. The one that really stands out is "Use my existing renaming rules". Rather counter-intuitive. I still contend, speaking from experience, this is a programming issue. The logic seems to be reversed. Easy to do. I've done it myself. Only the programmer can tell us what was actually intended for each switch.
All of this is still speculation since there is no definitive definition for each of these functions. Better documentation is the only real answer.
2013 P R10
My downloaded transactions are being renamed even though I do not have any renaming rules !!
WHAT A PITA! Why take away functionality that has been built up over years?? I'd like to strangle the product manager that would approve taking away functionality in a long standing mature application. Grrrr...