Invisible Renaming rule for securities transaction

MontanaKarl

I do not have a renaming rule - hidden or not - involving US Treasury securities. Yet, once again today, the downloaded "Payee" for a matured security was renamed magically to "US Treasury". Screenshot attached.

How/why can this happen and how can I stop it from happening?

Jon

In Quicken Settings on the Connect Services tab there's a checkbox for "Automatically improve the quality of downloaded payee names and categories". Try unchecking that. Unfortunately that's a global all or nothing setting that will affect all your downloaded transactions, I don't think there's any way to turn it off just for specific payees.

jacobs

There actually is a way to prevent renaming for a specific Payee. One of the options in a Renaming Rule is to NOT rename. So in this case:

That should prevent the renaming based on the screenshot shown.

MontanaKarl

@Jon and @jacobs You've both shown me features that I didn't know existed. Thanks! I'll try Jon's suggestion first as I don't like undefined magic happening. If it causes problems, I'll try jacobs' method.

It's too bad that the checkbox Jon mentions is global .. as I've never had issues with bank/credit card account downloads. Would be nice to turn it off for just brokerage accounts for example.