Is there a utility to rename payees AFTER they've been downloaded?
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sgtempe
Member ✭✭
If not, what is a good way to handle this?
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Best Answer
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The renaming rules will only help in the future.There is an edit & replace capability in register. Just select the transactions you want to change using standard Windows selection methods and then right click on that selection and select edit from the dropdown menu.Try it with a single transaction to get the feel of how to do it first.
-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list1
Answers
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Hi @sgtempe,
Looks like you are a new Quicken user - welcome!
I suggest that you take the following steps:
1) Click on "Tools"
2) Select "Renaming Rules" from the dropdown menu;
3) In the bottom left corner of the pop-up - select the "Question mark" in a blue circle.
4) a Quicken "Help" window will open with information and instructions to accomplish what you want to do.
Get back to us here if you have any followups,
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -0 -
The renaming rules will only help in the future.There is an edit & replace capability in register. Just select the transactions you want to change using standard Windows selection methods and then right click on that selection and select edit from the dropdown menu.Try it with a single transaction to get the feel of how to do it first.
-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list1
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