Renaming rules problems

Anyone else all of a sudden not getting their renamed payees loaded into their register properly. Unless I I screwed something up, the names just aren't changing to the renaming rules!
Quicken Windows Deluxe Subscription R39.23
 Only function used is register function and reports. NO, other Quicken functions or Sync being used.  ;)
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Best Answer

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
    Well for what it is worth I can't see why all of a sudden starting on 11/23 it stopped doing the renaming.
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    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/

Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭

    Sometimes a picture is worth a thousand words …
    Can you please capture one or more images of the parts of your Quicken window showing the issue, sensitive information blacked out as necessary to protect your privacy but annotated to describe the situation, and attach the image(s) here?
    https://community.quicken.com/discussion/7867159/faq-how-do-i-post-a-screenshot-in-the-community-from-windows

    https://community.quicken.com/discussion/7663259/faq-how-do-i-post-a-screenshot-in-the-community-from-a-mac

    Please save images to files of file type PNG, JPG, or GIF only. They're easier to work with than PDF files.

  • TTSguy
    TTSguy Member ✭✭✭✭
    Thanks for answering. First, can you tell me in Preferences what should be checked, and why? I feel Quicken help with Renaming rules is lacking!
    Quicken Windows Deluxe Subscription R39.23
     Only function used is register function and reports. NO, other Quicken functions or Sync being used.  ;)
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    You have the right preference set: "Use existing renaming rules".

    As for the rest, show the renaming rule, show the transaction in the register that isn't getting renamed, and be sure to have the Downloaded Payee and Downloaded Memo column on.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • UKR
    UKR SuperUser ✭✭✭✭✭
    The settings are OK.
    Can you show me an example of what's downloaded and what Renaming Rules and Memorized Payee List entries you have that should be applied?
  • TTSguy
    TTSguy Member ✭✭✭✭
    the bottom 2 King Soopers came through as Visa CC ....... Also when, when not to use lock. I'm dealing with dementia, so patience appreciated
    Quicken Windows Deluxe Subscription R39.23
     Only function used is register function and reports. NO, other Quicken functions or Sync being used.  ;)
  • TTSguy
    TTSguy Member ✭✭✭✭
    Looked and looked in help for some explanations about Memorized Payees, and Renaming rules, how to use them and how they work. There isn't much, and what there is, is not very informative and unable to print. It's kind of sad!
    Quicken Windows Deluxe Subscription R39.23
     Only function used is register function and reports. NO, other Quicken functions or Sync being used.  ;)
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
    Well for what it is worth I can't see why all of a sudden starting on 11/23 it stopped doing the renaming.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
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