Reset Memorized Transactions & Renaming Rules

Quicken Windows Subscription Member ✭✭
edited October 2022 in Registers & Transactions (Windows)
Hey folks. I've been using Q for a LONG time and had a million renaming rules and memorized transactions. Over the years, Q has always prompted me to create renaming rules when entering downloaded transactions.

Recently, I went into my list of renaming rules and deleted all of them - thinking I'd clean up the millions of rules I have. Well, now it is not suggesting renaming rules be created. I'm guessing this is happening because of my deletions.

Any idea how to tell Quicken to start over w/ suggesting renaming rules, memorized transactions, etc.?

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Answers

  • Quicken Windows Subscription Member ✭✭✭✭
    edited April 2021
    Hi zekes,
    You can try to go to Edit > Preferences > Download Transactions  and set up your renaming rules in the bottom right corner of the screen (see below).

     
    Quicken since Andrew Tobias "Managing Your Money" V-12 (DOS)
    Windows 10 Pro 64 Bit, Core i7 
    Quicken Premier Subscription
  • Quicken Windows Subscription Member ✭✭
    I'll give it a whirl and report back!
  • Quicken Windows Subscription Member
    Thank you! This was very helpful. :)
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