Create a custom renaming rule
The Create Custom Renaming Rule dialog gives you a bit more control over what constitutes a renaming rule "match" when a payee is downloaded.
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.
To create a custom renaming rule:
- 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.
- Enter the standardized name that you want to use for the payee.
- Click OK.