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To make sure you get the most out of Quicken and to speed up entering transactions, Quicken helps fill in the Category field and clean up payee names automatically. How? Quicken follows certain rules.

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• Matches one of your renaming rules

  If the downloaded payee name matches one of your renaming rules the payee name that you specified in the renaming rule is substituted for the payee name that was downloaded from your financial institution.

  If necessary, you can disable the processing of all renaming rules in your Downloaded Transactions preferences.

• Does not match one of your renaming rules

  If the downloaded payee name does not match one of your renaming rules, Quicken then compares the downloaded payee name with its own database of standardized merchant names. If it finds a match, the payee name in the database is substituted for the payee name that was downloaded from your financial institution.

  If necessary, you can disable the search of Quicken's database of merchant database in your Downloaded Transactions preferences.

• Does not

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• match a merchant in Quicken's database of merchant names
  If the downloaded payee matches neither a renaming rule nor a merchant in Quicken's database of merchant names, the downloaded payee name is entered into Quicken exactly as it was received from your financial institution.