Renaming rules not being created when I rename payee

tspencer
tspencer Member ✭✭✭
edited April 13 in Registers & Transactions (Windows)

I have used renaming rules for years without problem, but within the last month or two they seem to have stopped working for renaming payees during the download. I have the option selected to Automatically create rules when I rename payees, and Let me review/confirm the automatically created rules. But I have recently renamed a couple of payees on multiple occasions, and it has stopped creating a new rule and asking me to confirm it.

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It may be that it started after I went through my list a few weeks ago to remove or correct some outdated rules. At the same time, I removed a lot of Memorized Transactions that were no longer needed.

One of the failed rules involves a Payee that is downloaded with a hyphen at the beginning (-akvaruom), which is supposed to rename to Akvaruom, but it does not. I tried manually adding -akvaruom, but it wouldn't add to the existing Akvaruom entry. The transaction downloads as -akvaruom without renaming.

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I am using R66.28 27.1.66.28

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Comments

  • Quicken Carlos
    Quicken Carlos Quicken Mac Subscription Moderator mod

    Hi @tspencer,

    Thank you for taking the time to contact the Quicken Community and for sharing the screenshots. They are very helpful!

    If you haven’t tried this yet, I recommend resetting Quicken warnings.

    To do so:

    • Go to Edit > Preferences
    • Click Alerts & Messages
    • Select Reset Quicken Warnings
       Screenshot 2026-04-11 at 2.42.33 PM.png

    Once completed, please sign out and sign back in:

    • Go to Edit > Preferences
    • Select Quicken ID & Cloud Accounts
    • Click Sign in as a different user Sing in as a different user.png
    • Type yes to confirm and sign out
    • Then sign back in. YES to confirm sign out.png

    Please try creating a renaming rule again to confirm whether the pop-up message asking for confirmation appears. Please note that rules apply only to future downloads and do not affect existing transactions. If this issue is occurring with new downloads where the rule is not being applied, please let me know so I can share additional troubleshooting steps.

    I look forward to your reply!

    Quicken Carlos

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