Page Comparison

1. In the rectangular field, click the elements of the payee name that you want Quicken to scan for in downloaded transactions. These elements can be words, abbreviations, numbers, or symbols. A transaction must contain all of the selected elements before Quicken qualifies is as a match.
2. Enter the standardized name that you want to use for the payee.
3. Click OK.

Create a new rule

1. Go to Edit menu → Preferences.
2. Select Downloaded Transactions.
3. Click on Renaming Rules.
4. Click Add a rule.
5. Define the method you want Quicken to use to map similar names to be renamed to the new name.
6. ​Press OK.

Edit an existing rule

1. Go to Edit menu → Preferences.
2. Select Downloaded Transactions.
3. Click on Renaming Rules.
4. Select the rule you want to edit.
5. Click on Edit the name for this payee (Pencil icon) to edit the rule.
6. Enter the new Payee name.
7. To save the rule, click OK.

Add a rule to an existing rule

1. Go to Edit menu → Preferences.
2. Select Downloaded Transactions.
3. Click on Renaming Rules.
4. Select the rule you want to edit.
5. Click on Add a rule for this payee name (plus icon).
6. Define the method you want Quicken to use to map similar names to be renamed to the new name.
7. Press OK.