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At the top of the dialog you'll find the payee name, exactly as it was downloaded by your financial institution. Just below that name is a field containing the different elements of that name.
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Using the renaming rule preferences
You can access the renaming rules preferences by going to Edit menu → Preferences → Downloaded Transactions.
| Preference | Description |
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| Use my existing renaming rules | When this option is selected, Quicken will use your existing renaming rules to automatically rename similar payees for future downloaded transactions. Click Renaming Rules to see a list of the rules you've created. |
| Automatically create rules when I rename payees | When this option is selected, Quicken will create renaming rules when you manually edit payee names in the register. |
| Let me review/confirm the automatically created rules | When this option is selected, Quicken will notify you whenever a new renaming rule is created. |
| Renaming Rules button | Select the Renaming Rules button to access a window where you can view, create, and change your payee renaming rules. |
Create a custom renaming rule from a transaction
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