When you download transactions from your financial institution, the payees that you see in Quicken may not look the way you think they should. For example, if you buy breakfast at Anytown Coffeehouse, the transaction might be downloaded as ATC LLC 005 PLEASANTON. This is not ideal; the payee name is not easily recognizable, and it is not consistent with other Anytown Coffeehouses you might visit. Renaming rules can fix this.

Renaming rules tell Quicken to substitute a standardized, easily recognizable payee name when a similar payee is downloaded from your financial institution.

Note: Renaming rules don't change transactions already recorded in your register; they affect only transactions that will be downloaded in the future.

To create a renaming rule

To create a renaming rule for multiple payees

To view or restore the original name of a payee that has been renamed

The Revert to menu item (described below) toggles between the original name and the renamed name of the payee in the selected transaction. For example, if you follow the steps above to restore the original name of a particular payee, you can use the right-click menu a second time to revert to the payee's renamed name.

Frequently Asked Questions

How do I turn off renaming rules?

How do I see all my renaming rules?

How do I edit or delete a renaming rule?

What Quicken preferences affect renaming rules?

How do I prevent Quicken from renaming specific payees?

What account and payee types do renaming rules work with?