What do I do if renaming rules doesn't work?

Member ✭✭✭
Quicken doesn't seem to be using the 'renaming rules'. It doesn't change anything.

I've searched 'help' and 'support' but can't find anything to solve the issues

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Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Edit > Preferences > Downloaded Transactions
    Make sure that "Use my existing renaming rules" is enabled.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

  • Member ✭✭✭
    Thanks for the reply. But "Use my existing renaming rules" is already checked.

    But it doesn't work.
    Tried validating the database. Opened and closed the file. And neither of those worked.
  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Then we'll have to delve into specifics. Show us the details of the renaming rule and the transaction which should be renamed.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    And note that "Renaming Rules" only apply to freshly downloaded transactions.  They aren't applied to manual input transactions or "retroactive" transactions.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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