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How To Create and Edit Renaming Rules

Updated: 8/11/2011 | Article ID: GEN82293

To Create a new rule:

  1. Click on Tools on the top menu bar, then select Renaming Rules.
  2. Click on New at the bottom.
  3. At the top of the Create Renaming Rule dialog, enter the name you want to use for this payee.
  4. Define the method you want Quicken to use to map similar names to be renamed to the new name.
    • In the list, select search criteria such as Contains, Starts With, or Is Equal To.
    • In the Enter text to search for field, enter a name or partial name. For example, if Quagmire Enterprises was entered as the new name, and the method was defined as Payee starts with Quagmire Ent, then both QUAGMIRE ENTRPR 009 and Quagmire Enterprises River Road would be renamed to Quagmire Enterprises.
  5. Press OK.

To Edit an existing rule:

  1. Click on Tools on the top menu bar, then select Renaming Rules (if you are not already there).
  2. Click on Edit at the bottom.
  3. At the top of the Edit Renaming Rule dialog, change the name you want to use for this payee (if necessary).
  4. Define the method you want Quicken to use to map similar names to be renamed to the new name.
    • In the list, select search criteria such as Contains, Starts With, or Is Equal To.
    • In the Enter text to search for field, enter a name or partial name. For example, if Quagmire Enterprises was entered as the new name, and the method was defined as Payee starts with Quagmire Ent, then both QUAGMIRE ENTRPR 009 and Quagmire Enterprises River Road would be renamed to Quagmire Enterprises.
  5. To save the rule, click OK.
 
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