Reset Memorized Transactions & Renaming Rules

Question

Hey folks.  I've been using Q for a LONG time and had a million renaming rules and memorized transactions.  Over the years, Q has always prompted me to create renaming rules when entering downloaded transactions.

Recently, I went into my list of renaming rules and deleted all of them - thinking I'd clean up the millions of rules I have.  Well, now it is not suggesting renaming rules be created.  I'm guessing this is happening because of my deletions.

Any idea how to tell Quicken to start over w/ suggesting renaming rules, memorized transactions, etc.?

brobeson · Answer

Thank you! This was very helpful.  :)

zekes · Answer

I'll give it a whirl and report back!

gooddog50 · Answer

Hi zekes,
You can try to go to Edit > Preferences > Download Transactions  and set up your renaming rules in the bottom right corner of the screen (see below).