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From: CSharpner on 8 Aug 2008 12:19
Using Quicken 2007 Home & Business

I prefer not to have my payees renamed. Quicken constantly pops up a
dialog asking me to rename my payees and offers a rename rule. It has
a check box labeled, "Don't offer to rename my payees again". There
are 2 other buttons ("Apply Settings", and "Cancel"). If I click
"Cancel", then it doesn't rename (good), but it doesn't keep the
checkbox setting of not offering to rename again either (not good).
It appears the only way to make it not offer to rename is to actually
rename by clicking "Apply Settings".

Does anyone know how to stop it from offering this while, AT THE SAME
TIME, *NOT* do a rename?

Thanks!
From: John Pollard on 8 Aug 2008 12:40
CSharpner wrote:
> Using Quicken 2007 Home & Business
>
> I prefer not to have my payees renamed. Quicken constantly
> pops up a
> dialog asking me to rename my payees and offers a rename rule.
> It has
> a check box labeled, "Don't offer to rename my payees again".
> There
> are 2 other buttons ("Apply Settings", and "Cancel"). If I
> click
> "Cancel", then it doesn't rename (good), but it doesn't keep
> the
> checkbox setting of not offering to rename again either (not
> good).
> It appears the only way to make it not offer to rename is to
> actually
> rename by clicking "Apply Settings".
>
> Does anyone know how to stop it from offering this while, AT
> THE SAME
> TIME, *NOT* do a rename?

I don't use renaming rules, and Quicken doesn't ask me if I want
it to rename or to create a renaming rule.

I control this using Online > Renaming Rules. There are a
couple of options at the bottom of the Renaming Rules dialog:
one telling Quicken not to "use" renaming rules when processing
downloaded transactions; the other telling Quicken not to
"create" renaming rules when processing downloaded transactions.

I think you want both of those options to be "Off". If the "do
not use renaming rules" option is "Off", the "do not create
renaming rules" option is inaccessible ... and it may be "On".
If so, you can temporarily turn on the "use renaming rules"
option, turn off the "create renaming rules", then turn off the
"use renaming rules".

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup


From: John Pollard on 8 Aug 2008 13:49
CSharpner wrote:
> Using Quicken 2007 Home & Business

> > It appears the only way to make it not offer to rename is to
> > actually
> rename by clicking "Apply Settings".

By the way, I'm not sure why you would hesitate to do this: what
problem is a renamed payee in one transaction going to cause.

It's a trivial matter to un-rename a payee ... in fact, Quicken
offers an option to do just that: right-click on a transaction
whose payee has been renamed, and Quicken will give you the
option to "Revert to " the original downloaded payee name (even
displaying the original name).

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup


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