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Add Option to Have Local Rules for Renaming Payees in Quicken for Mac (163 Legacy Votes)

smayer97smayer97 SuperUser ✭✭✭✭✭
This IDEA is twofold:
- restore the option to automatically rename payees based on Quicken server data when downloading transactions
- provide functionality to record and manage local rules for renaming payees, like QM2007 and QWin versions have

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Canadian Q user since '92, STILL using QM2007)

9
9 votes

Implemented · Last Updated

This feature has been implemented in Versions 5.12.0, 5.12.1, 5.12.2, 5.12.3, 5.12.4, & 5.12.5 (8/2019 & 9/2019): "Set renaming rules for better transaction payee names NEW - Renaming a payee will automatically create a rule so that you won't have to rename it in the future. NEW - Go beyond the basics and specify detailed rules for payee renaming precision. NEW - You can now define Payees that you don’t want renamed. The Payee name will stay as is when it comes from the bank. NEW - Sync renaming rules so that mobile and web transactions are downloaded just like they are on Mac. NEW - With the push of a button, rename existing transactions and correct past payee naming mistakes. NEW - View, add, modify, or delete Renaming Rules in the new Payees and Rules window."

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Comments

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018
    You may want to review and VOTE for other feature requests related to the Transactions Downloading Acceptance and Matching workflow, here: https://getsatisfaction.com/quickencommunity/topics/restore-transactions-downloading-acceptance-and-...

    Start at the top for the first one, then scroll down the reply list for additional related feature requests. Be sure to go to each link separately, then click VOTE at the top to increase the count and therefore its visibility to the developers.

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

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    (
    Canadian Q user since '92, STILL using QM2007)

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018
    I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

    To do that, I suggest you read this FAQ on how to filter the IDEAS to just show the ones for the Mac version, then VOTE to your heart's content:
    https://getsatisfaction.com/quickencommunity/topics/quicken-getsat-faq-how-to-filter-conversations-d...

    The following are some of the many feature requests you will find: and many others.

    Be sure to scroll down each page, as some contain lists of related features. Click on the link to EACH IDEA separately that you are interested in, then click the VOTE button at the top of EACH page that opens up respectively to increase the count and therefore its visibility to the developers.

    If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!


    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires


    (
    Canadian Q user since '92, STILL using QM2007)

  • Unknown Member
    edited April 2017
    I CANNOT BELIEVE this isn't an option. It is one of the top 5 reasons I grabbed Quicken in the first place. It is in every other version of this software on other platforms, WHY would it not be in the Mac version?!

    Quick story I shared in another (frustrating) thread:

    I was using Quicken Home and Business in a dual
    boot Window instance for years. It was JUST what I needed--loved the
    intuitive interface, the intelligent little details that program would
    do for me, the reporting--but it was so incredibly laborious to have to
    dual boot and I would often fall behind in simple book-keeping since I
    had to stop everything in my workflow to hop over and work on accounting
    in a *gag* Windows environment. I tried a couple different other Mac
    programs and they are terrible, so I decided fine...I would bite the
    bullet and buy Quicken for Mac, even though it isn't everything I need
    compared to Home & Business, it has to be better than my other
    options.

    And then I find half the functionality that made my
    previous Quicken experience so stellar isn't even included in the Mac
    version! I could scream right now. I have my tax appointment tomorrow
    and thought I would just be able to import my QFX files and be off to
    the races, but instead I am tearing my hair out, searching through
    multiple websites (are there TWO Quicken websites now??), FAQ's, and
    "customer support" like this (which is often us blind leading the blind
    on an open forum in the guise of "customer support"), just to discover I
    just threw money at a hobbled version of Quicken. Disappointed doesn't
    even cover it.
  • Charles ChaleksonCharles Chalekson Member ✭✭
    edited April 2018
    This reply was created from a merged topic originally titled Changing Payee Name.


    When I change a payee name after download, the user is provided with option to change ALL the names of that payee.  It would best to have an option to change all FUTURE names of that payee.  I have already edited the names previously and created reports that I do not want changed.  Therefore I would like to be able to have an option to only have it change/rename all future occurrences of that payee.
  • Unknown Member
    edited July 2018
    This reply was created from a merged topic originally titled Renaming Rules Not in MAC Version.


    Disappointed to find that the mac version is missing the renaming rules.

    Every transaction that downloads something like "Target Store #3562 Little Rock, AR" I have to rename by hand to "Target".  If I don't the reports that break down show 10 targets or 60 Starbuck stores as unique. 

    I'd be interested in the reasoning behind this feature not being there.

    If you could use this feature please vote using the link below.

    https://getsatisfaction.com/quickencommunity/topics/add-option-to-have-local-rules-for-renaming-paye...
  • Michael PutzelMichael Putzel Member ✭✭
    edited November 2018
    This reply was created from a merged topic originally titled Renaming Rules in Mac.


    Is this problem solved by checking "Clean up Payees" in Preferences? 
    My own similar objection is Quicken's acceptance of my bank's choice of category for every payment. I've been using my own budget categories for many years (back to Quicken for DOS 3.0), and now I have to change almost every transaction to make it fit my categories instead of the bank's, some of which are downright wrong and many of which are just different enough to screw up my budget. I recommend you offer an opt-out in Preferences to let me keep my categories--and have Quicken remember from one period to the next where my regular payments go in the category list.

    Note: This conversation was created from a reply on: Renaming Rules Not in MAC Version.
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited July 2018
    This reply was created from a merged topic originally titled Renaming Rules for Mac.


    Also, have you tried manually entering a transaction for the Payee you want, Target, and dragging the downloaded transaction over it? That action should merge the two transactions, retaining your Pyee name — and teach Quicken to make the same substitution in the future.

    Note: This conversation was created from a reply on: Renaming Rules Not in MAC Version.
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • RickORickO SuperUser ✭✭✭✭✭
    edited August 2018
    This reply was created from a merged topic originally titled Renaming Rules.


    @jacobs... that brings up a good question... we know Quicken is supposed to learn from manually matching as you describe. Should it not also learn from simple renaming of a downloaded payee name? (I've never been clear on this and I always pre-enter, so no personal experience with it.)

    Note: This conversation was created from a reply on: Renaming Rules for Mac.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited January 2019
    This reply was created from a merged topic originally titled Renaming Rules.


    I can’t answer either, as I mostly enter transactions manually. But i’ve never seen anything say that renaming a downloaded Payee name is a “teachable moment.”

    Note: This conversation was created from a reply on: Renaming Rules for Mac.
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • RickORickO SuperUser ✭✭✭✭✭
    edited July 2018
    This reply was created from a merged topic originally titled Renaming Rules.


    Be patient. The developers are working on new features all the time.

    Note: This conversation was created from a reply on: Renaming Rules Not in MAC Version.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • ericrose12ericrose12 Member ✭✭
    edited January 2019
    it would be great to be able to see the complete table of rules - if quicken is learning this functionality why not show us the table to be able edit it to our preference ... :)
  • ericrose12ericrose12 Member ✭✭
    edited July 2018
    RickO said:

    This reply was created from a merged topic originally titled Renaming Rules.


    Be patient. The developers are working on new features all the time.

    Note: This conversation was created from a reply on: Renaming Rules Not in MAC Version.

    LOL - this thread was opened 2 years ago. 
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited July 2018
    RickO said:

    This reply was created from a merged topic originally titled Renaming Rules.


    @jacobs... that brings up a good question... we know Quicken is supposed to learn from manually matching as you describe. Should it not also learn from simple renaming of a downloaded payee name? (I've never been clear on this and I always pre-enter, so no personal experience with it.)

    Note: This conversation was created from a reply on: Renaming Rules for Mac.

    The feature called "Smart Payees", what Renaming Rules are called in QM2007, applied to all transactions but in QM2018 at the moment, it is unclear how these matching "rules" that Quicken is "learning" overlap with the renaming "rules" concept, whether they are essentially going to be part of the same "rules" table or separate. 
    Without visibility into the rules table and criteria, it is not clear. 
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

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    (
    Canadian Q user since '92, STILL using QM2007)

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited July 2018

    it would be great to be able to see the complete table of rules - if quicken is learning this functionality why not show us the table to be able edit it to our preference ... :)

    The simple answer is because it requires someone to develop a UI for this feature and it is all about balancing priorities given whatever resources they are using against all the other several hundred requested features, though this one is clearly in high demand.


    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
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    (
    Canadian Q user since '92, STILL using QM2007)

  • edited January 2019
    This reply was created from a merged topic originally titled Rename rules.


    Can Quicken add the ability to tell it to always rename a payee name to a modified one?

    Every-time I go to a local restaurant it shows some strange garbage name consistently, and I consistently rename this but it doesn't learn. Mint has done this well for years, does Quicken have plans to add it?
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited July 2018

    This reply was created from a merged topic originally titled Rename rules.


    Can Quicken add the ability to tell it to always rename a payee name to a modified one?

    Every-time I go to a local restaurant it shows some strange garbage name consistently, and I consistently rename this but it doesn't learn. Mint has done this well for years, does Quicken have plans to add it?

    The next time you go to that restaurant, before you download the charge, enter it manually using the payee name you desire. When the transaction downloads, drag the downloaded transaction over your manually-entered transaction. Quicken should merge the two transactions, retaining your payee name. It should also learn that renaming rule for future downloads of the same pay. (Unfortunately, there is no way to review or edit what it has “learned.“)
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • Unknown Member
    edited July 2018
    Voting on this topic. I would really like this feature.
  • Matthew MoranMatthew Moran Member ✭✭
    edited October 2018
    This reply was created from a merged topic originally titled Why can't we get Payee renaming rules in QM2018.


    I've been given suggestions on how to get downloaded transactions renamed and nothing works. I create the transaction in advance to match the download, it downloads and it works but all futures it uses the same name. I've got a few very annoying ones like my Acupuncturist needs to be renamed and it's category is autoset to Restaurant.... Digit savings are wrong and there are others. I know I've seen this over and over from other folks, I just don't get why it hasn't been fixed or renaming rules brought back?????

    If I've missed how this works, please let me know but everyday it is work I'd like to avoid and want Quicken to help save me time versus make time/work for me. 
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited October 2018

    This reply was created from a merged topic originally titled Why can't we get Payee renaming rules in QM2018.


    I've been given suggestions on how to get downloaded transactions renamed and nothing works. I create the transaction in advance to match the download, it downloads and it works but all futures it uses the same name. I've got a few very annoying ones like my Acupuncturist needs to be renamed and it's category is autoset to Restaurant.... Digit savings are wrong and there are others. I know I've seen this over and over from other folks, I just don't get why it hasn't been fixed or renaming rules brought back?????

    If I've missed how this works, please let me know but everyday it is work I'd like to avoid and want Quicken to help save me time versus make time/work for me. 

    I'm sorry I can't help with the specifics of your problems; hopefully someone else can. (You might want to try a separate, new question about payee naming problems to catch more eyes that might offer help. This is an "idea" thread, to offer requests for features in future versions of Quicken, so for immediate troubleshooting help, you'd be better off posting a separate topic asking for help in that area. It looks like you did that, but based on the title of your post asking for a new feature, a moderator merged it into this idea thread.) 

    What I can tell you is that renaming rules is not something that "hasn't been brought back" -- it simply hasn't existed, yet, in Quicken Mac. The developers have been slowly working to build out the feature set of Quicken Mac so that it will approach parity with Quicken Windows and the legacy Quicken 2007 for Mac, but there are still a lot of features yet to be implemented. This one seems high on the list of votes and requests, so while there's no certainty of what features will come when, there's reasonable hope something in this area may get implemented in the months ahead. 
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • Matthew MoranMatthew Moran Member ✭✭
    edited October 2018

    This reply was created from a merged topic originally titled Why can't we get Payee renaming rules in QM2018.


    I've been given suggestions on how to get downloaded transactions renamed and nothing works. I create the transaction in advance to match the download, it downloads and it works but all futures it uses the same name. I've got a few very annoying ones like my Acupuncturist needs to be renamed and it's category is autoset to Restaurant.... Digit savings are wrong and there are others. I know I've seen this over and over from other folks, I just don't get why it hasn't been fixed or renaming rules brought back?????

    If I've missed how this works, please let me know but everyday it is work I'd like to avoid and want Quicken to help save me time versus make time/work for me. 

    I did create a separate topic and the moderator merged with this one, probably because there's no feature currently. Thanks!
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited October 2018

    This reply was created from a merged topic originally titled Why can't we get Payee renaming rules in QM2018.


    I've been given suggestions on how to get downloaded transactions renamed and nothing works. I create the transaction in advance to match the download, it downloads and it works but all futures it uses the same name. I've got a few very annoying ones like my Acupuncturist needs to be renamed and it's category is autoset to Restaurant.... Digit savings are wrong and there are others. I know I've seen this over and over from other folks, I just don't get why it hasn't been fixed or renaming rules brought back?????

    If I've missed how this works, please let me know but everyday it is work I'd like to avoid and want Quicken to help save me time versus make time/work for me. 

    Yes, what I'm saying is that the heading you used was "Why can't we get renaming rules in QM2018" -- which is basically the same as this existing idea thread, so it got merged. But if you want some short-term help help troubleshooting the payee that's getting renamed, post again with a heading like "How can I prevent a payee from being renamed incorrectly" (or whatever best describes your problem). More of the Quicken Mac experts will likely see that new problem post than they will on this 2-year-old idea thread.
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited November 2018

    This reply was created from a merged topic originally titled Why can't we get Payee renaming rules in QM2018.


    I've been given suggestions on how to get downloaded transactions renamed and nothing works. I create the transaction in advance to match the download, it downloads and it works but all futures it uses the same name. I've got a few very annoying ones like my Acupuncturist needs to be renamed and it's category is autoset to Restaurant.... Digit savings are wrong and there are others. I know I've seen this over and over from other folks, I just don't get why it hasn't been fixed or renaming rules brought back?????

    If I've missed how this works, please let me know but everyday it is work I'd like to avoid and want Quicken to help save me time versus make time/work for me. 

    BTW, renaming rules did exist in QM2007 and earlier. The feature was called Smart Payees. So it is correct to say that the developers have yet to bring this back to the current version of Quicken for Mac.

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

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    (
    Canadian Q user since '92, STILL using QM2007)

  • Peter SidellPeter Sidell Member ✭✭
    edited January 2019
    I am frustrated because every downloaded credit card transaction is assigned to the wrong category. I need to manually go through and recategorize every one. While it can be argued the process assures I look at each transaction it is annoying and time consuming. It seemed to me it worked fine until about a year ago when categories became mis categorized. Computers are supposed to be time savers, not time wasters. Tempts me to look at other options for financial record keeping.

  • Unknown Member
    edited October 2018
    This reply was created from a merged topic originally titled Allow us to edit renaming rules.


    Renaming rules in Quicken 2018+ for Mac absolutely suck. They used to work much better, and you used to allow us to edit these. Bring this feature back!
  • thecreatorthecreator SuperUser ✭✭✭✭✭
    edited December 2018
    This reply was created from a merged topic originally titled Moving to Merge.


    Hi @ Jeff ,

    In Quicken Windows, you can edit the Renaming Rules, if you click Tools > Renaming Rules.

    Note: This conversation was created from a reply on: Allow us to edit renaming rules.
  • Unknown Member
    edited October 2018
    This reply was created from a merged topic originally titled Moving to merge.


    I am using Quicken for Mac. I believe this functionality was in 2017 or the version before. Renaming rules got significantly worse with Quicken 2018.

    Note: This conversation was created from a reply on: Moving to Merge.
  • thecreatorthecreator SuperUser ✭✭✭✭✭
    edited December 2018
    This reply was created from a merged topic originally titled Merging.


    Hi @ Jeff ,

    I would bite the bullet and join:  https://getsatisfaction.com/quickencommunity/topics/how-to-join-quicken-beta

    If you haven't already done so.

    Have you updated to Quicken 2019, yet?

    Note: This conversation was created from a reply on: Moving to Merge.
  • Unknown Member
    edited October 2018
    Yes, I've updated to Quicken 2019. There are almost no changes for 2019 on the Mac.
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited October 2018
    Jeff, there are no changes in Quicken 2019 because they haven't yet had a new feature release since the label was changed from 2018 to 2019. They no longer hold features to release when the year changes; they release new features as they're ready throughout the year. They've only had the 5.8.1 and 5.8.2 updates, which were just bug fixes. The next round of new features will likely come with a 5.9 release, which we'd typically expect sometime within the next month.

    There have not been renaming rules in the Mac version in any of the 2015-2019 releases yet. But the product manager has indicated that this is something they're working on, so there might be something in this area of the program within the next few months.
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited October 2018
    jacobs said:

    Jeff, there are no changes in Quicken 2019 because they haven't yet had a new feature release since the label was changed from 2018 to 2019. They no longer hold features to release when the year changes; they release new features as they're ready throughout the year. They've only had the 5.8.1 and 5.8.2 updates, which were just bug fixes. The next round of new features will likely come with a 5.9 release, which we'd typically expect sometime within the next month.

    There have not been renaming rules in the Mac version in any of the 2015-2019 releases yet. But the product manager has indicated that this is something they're working on, so there might be something in this area of the program within the next few months.

    Renaming rules are only in QM2007 and earlier (they were called Smart Payees in those versions). As indicated, this has yet to come to the modern version of QMac.

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

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    (
    Canadian Q user since '92, STILL using QM2007)

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