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

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

Answers

  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    Edit > Preferences > Downloaded Transactions
    Make sure that "Use my existing renaming rules" is enabled.
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • 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.
  • Rocket J Squirrel
    Rocket J Squirrel 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, now using QWin Premier Subscription on Win10 Pro.
  • NotACPA
    NotACPA 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 DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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