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Creating Renaming Rules the Easy Way

I swear I've experienced creating renaming rules by clicking on certain keywords within a downloaded transaction to assist in the renaming rule creation. But, I can't seem to figure out where that dialogue box is.
What I want to do is point to a transaction that's been downloaded, revert it to the downloaded payee name if needed (I am using Quicken's recommended payee names). Then, from that transaction, easily create a naming rule by clicking on a few keywords within the downloaded payee name, enter in the name I want to rename to, and click Done.
As I said, I know I've seen this done within Quicken. Just can't figure out how to launch that dialogue again. (Quicken for Windows subscription).
What I want to do is point to a transaction that's been downloaded, revert it to the downloaded payee name if needed (I am using Quicken's recommended payee names). Then, from that transaction, easily create a naming rule by clicking on a few keywords within the downloaded payee name, enter in the name I want to rename to, and click Done.
As I said, I know I've seen this done within Quicken. Just can't figure out how to launch that dialogue again. (Quicken for Windows subscription).
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Best Answers
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q_lurker SuperUser ✭✭✭✭✭
When I type over an existing downloaded payee and 'enter' the transaction, this type of renaming rule box pops up
That allows me to build a new renaming rule clicking on the keywords as desired (USPS, PO, or 1950160584 in this case), "Click all that apply". Other than that process when first processing the downloaded transaction, I don't know of a way to get this box.0 -
q_lurker SuperUser ✭✭✭✭✭
As I said, the only time I get it is when first working on a newly downloaded transaction.
Auto-enter downloads OFF
Select transaction in Download list - it shows in transactions list
Edit name in transaction list - Enter
Up pops that box.0
Answers
Edit -> Preferences -> Automatically create rules when I rename payees
(and you probably want the "confirm" option on too)
Note that since Quicken's renaming rules are "contains" this "similar" to "entering keywords".
For this kind of thing I have a renaming rule that ensures they just come in as "Check" and a Memorized Payee with no category, which is locked, so that it won't change when I change the payee name and category. I don't write many checks so this is fine for my use case.
I'll move on if there's no other corroboration to my experience. But, man, that's weird.
At any rate I can't help in that case.
That allows me to build a new renaming rule clicking on the keywords as desired (USPS, PO, or 1950160584 in this case), "Click all that apply". Other than that process when first processing the downloaded transaction, I don't know of a way to get this box.
Auto-enter downloads OFF
Select transaction in Download list - it shows in transactions list
Edit name in transaction list - Enter
Up pops that box.
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
And I will note that this has nothing to do with whether automatic transaction entry is on or off it has to do with are you encountering a new payee that there's no renaming rule for during your download.