How do I change a Downloaded transaction

Question

I would like the change the Payee name (for example from Interest Payment to ABC Bank) and insert the correct category (such as Interest) for a downloaded transaction, so that I don't have to type in the transaction manually on the register. I would like to process Accept the Downloaded transaction and have it entered in the register with right Payee and category

Frankx · Answer

Hi @User23,

You can't edit or change what the bank or other financial institution downloads through Quicken, but you can setup a "renaming rule" that will change the downloaded description automatically after the download process.

To setup a renaming rule - go to "Tools" > "Renaming Rules".  Then click on the plus sign ( + ) at the bottom of the window > in the pop-up window - insert the payee name that the bank is currently downloading in the top box and the name that you want to appear in Quicken in the bottom box > then click "OK".  That will fix the name issue.

For the category - similar to any other entries, you need to select that from the dropdown.  But to make it automatically appear for a particular transaction that is downloaded, simply "right-click" on the transaction and select "Memorize payee..." and then click "OK".

Let me know if you have any followups.

Frankx