My Renaming Rules Keep Disappearing

Hi, I have experienced a consistent issue with disappearing Renaming Rules. About once a year (sometimes more often) I open my Quicken file to discover that the majority of my renaming rules have disappeared. Not all, but most. I then diligently recreate my Renaming Rules over time as I download transactions. Then it will happen again like it just did this week. Poof, my Renaming Rules (most of them) disappear again. This is getting old.

I've run the validation on my file (no errors). I check my backup files - the Renaming Rules aren't there either. I open old archived file that I know contained the missing rules - gone.

I'm pretty sure this problem has something do to with Quicken updates that are being installed that somehow cause Renaming Rules to not be seen.

Last year when I had this problem a phone support rep told me I must have a corrupted file that can't be detected by your validation program. Do I rebuilt my Quicken file from scratch. Not fun. So not particularly interested in another suggestion of that solution.

Can someone help please.



  • oldngrmpy1
    oldngrmpy1 Member ✭✭✭✭
    Ren, as a last resort, save your Quicken file in at least 2 places. Go to Quicken and do a Quick Clean of the old file. Then reinstall Quicken and restore your back-up file. I would probably only do this if I was running subscription version. There are tip sections to help you with this process. 
  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited December 2019
    Do you really need a large number of Renaming Rules?
    In my data file, I have exactly 1 Renaming Rule. Everything else works without them, but that's probably due to the fact that I'm old-fashioned and I manually record all my transactions. Downloads only serve as control and confirmation of what I've done.
    Are the settings about using and creating Renaming Rules in Edit / Preferences / Downloaded Transactions enabled?

    Are you automatically accepting downloaded transactions into your registers?

    If you are relying on Quicken to "automagically" fill your account registers from downloaded transactions, you may run into problems. Despite all efforts by the Quicken programmers, the "Autopilot" (that's my name for the part of the Quicken program which processes downloaded transactions and converts them into new register transactions) is not infallible. For that process to work 100% of the time one would need a crystal ball because the information downloaded from the banks often is just too terse and cryptic.

    You should, at least for a while, turn off the "automatically accept downloaded transactions into registers" setting to gain better control over what is downloaded and what to do with it. Review each downloaded transaction, make changes if necessary (e.g., to get a payee name = "Starbucks" instead of "POS TRANS 070116 STARBU" or to assign a category) before you click to accept each transaction.

    Any changes you make to downloaded Payee Names are remembered in Renaming Rules.

    Any other changes you make (add/change Category or Memo text) are remembered in the Memorized Payee List.

    Next time the same transaction for this Payee comes along, Quicken should remember and give you a better new register transaction.


    In case you have issues with transfer transactions not being generated correctly:

    For best results manually enter transfer transactions into your register BEFORE you download transactions from the bank which contain the transfer confirmations. For recurring transfers use scheduled reminders and enter them a day or two before the due date. Be sure to use distinct Payee Names for each transfer / credit card payment to avoid confusing Quicken - memorized payee entries.
    That takes the guesswork out of the Autopilot's process. Because a correctly entered transfer transaction already exists in your account registers, the Autopilot should just match the downloaded transfer transaction to the existing one in both accounts.

    Where are the "Auto-accept downloaded transaction" settings?

    There are two places where this is controlled in Quicken for Windows:
     - Globally, for all accounts, in Edit / Preferences / Downloaded Transactions
     - For each account individually, the global setting can be overridden from the Edit Account Details screen, Online Services Tab. Look for blue text "Automatic Entry is: ON / OFF". Click the text to change the setting.

  • ren46566
    ren46566 Member ✭✭
    Thank you for your suggestions.

    UKR: I do not automatically accept downloaded transactions. So I believe I am doing exactly what you suggest. Problem is that I will review my downloaded transactions and auto create renaming rules as you suggest, then every year or so they disappear and I end up starting from scratch again.

    TJ: If I understand you correctly you are saying I 1) save my file; 2) run a "Validate and Repair" of that same file 3) reinstall Quicken 4) open a backup of the file I just 'validated and repaired" which would have been created before I ran a V&R on that file. Is that correct?
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