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  1. Choose Edit menu > Preferences.
  2. In the left pane, select Downloaded transactions.
  3. In the right pane, select the settings you want to use.

After Downloading Transactions

Automatically add to banking registers

Automatically add to investment transaction lists

During Transaction Download

Automatically categorize transactions

Automatically apply Quicken's suggested name to payee

Capitalize first letter only in downloaded payee names

Your Renaming Rules

Use my existing renaming rules

Renaming Rules button

Automatically create rules when I rename payees

Let me review/confirm the automatically created rules

  1. Click OK to save your changes.