Renaming Rules Improvements

LeeIII

Renaming Rules are quite limited, and with an increased volume of electronic transactions are necessary to keep up. There are several improvements needed in the overall process.

1. Renaming Rules should be account-specific. There should be an account specified along with a matching option. If no account is specified then the rule could be generic and applied to all accounts.
2. Improved editing with the ability to introduce more sophisticated rules - including text substitution could be an improvement to power users.
3. Having a prompt to suggest renaming rules based on more machine learning logic would also be helpful. (Not large language model AI per-se, but rather some improved logic that looks at the patterns of name alterations and makes suggestions vs. the only option today which is to remember the changes you made on one transaction as a memorized transaction).
4. Quicken's auto-naming feature OFTEN renames transactions from my banks as "Purchase" or something generic. Those auto-renaming options should somehow be improved to be meaningful translations of the original - OR the suggested naming should be presented in the downloaded list with the ability to see (without clicking) what the original name was sent from the bank.
5. There should be the option to set on individual accounts that renaming rules DO NOT apply. Often my investment accounts have had suggestions coming in from downloaded transactions that are never going to apply to an investment account. (In the absence of #1 - account specific naming options - it would be very helpful to set an account to not use renaming rules in the account settings).

IQQ

Absolutely. Just to add on to that: I'd love to have some of the same options that are in search and replace, like "Amount ends with" and "Amount is less than… greater than…".

Stacking rules for a single payee should be optionally combined with AND — currently the only choice is OR which is too limiting.

(I have multiple transactions from the same vendors I need to treat differently, this is impossible with the current functionality).

UKR

Have you seen the changes made to the Memorized Payee List, effective with the update to Quicken for Windows Release 63.21 in July?
Some of these improvement requests appear to have been implemented when adding or working with MPL entries.

Jim_Harman

#4 - If "Automatically add" is not enabled at Edit > Preferences > Downloaded transactions, you can see the original Payee by hovering over the Payee name in the downloaded transactions area.

Also you can add the Downloaded Payee column to banking registers to see what the Payee was before renaming. To change which columns are displayed, click on the square Register Columns icon at the far right of the column header row. Alternatively, you can click on the gear at the top right of the register and select Register columns.