Downloaded transactions: Re-edit renaming rule (update rule/create new rule) and reverts to original

Tom T
Tom T Member ✭✭
edited January 12 in Download, Add/Update Accounts (Windows)

Hi,

When I download transactions, Quicken is suggesting a payee. However, for instance for my regular checking account, Quicken often/usually suggest the wrong payee. When I try to correct this, Quicken asks if I want to "Edit Renaming Rule" with the option to "update rule" or "create new rule."

Often times though, Quicken will revert back to the originally suggested payee, and I can't figure out how to stop this. I have tried saying yes to the options, cancel or just "x." It is frustrating because it does this and records the wrong payee, causing me to have to go and find the transaction I just entered and fix it. I feel like I have tried every option and yet this continues to happen. It is very inefficient.

Help! Thanks! Tom

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Tom T,

    To assist with this issue, I recommend you check your settings for downloading transactions. To do that, go to Edit>Preferences>Downloaded Transactions. You may want to make sure Automatically apply Quicken's suggested name to payee is not selected and make sure Automatically create rules when I rename payees is not selected.

    Screenshot 2023-12-12 at 2.49.58 PM.png

    I hope this helps!

    Quicken Kristina

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