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Quicken For Mac 2016

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Quicken For Mac 2016 User Guide Pdf

Home›Quicken for Mac›Errors and Troubleshooting (Mac)Quicken For Mac 2016
edited August 2018 in Errors and Troubleshooting (Mac)

Quicken For Mac 2016 Tutorial

How do I find the renaming rules in Quicken 2016 for Mac?

Install Quicken For Mac 2016

Comments

Quicken For Mac 2016 Download

  • edited August 2018
    To my knowledge, these are not user accessible. However, as you change payee names for downloaded transactions, Quicken should learn the new names and make those substitutions for you.
    If you are not happy with how payees are being renamed, one thing you can try, is to change the setting of 'Clean up payees' under menu Quicken > Preferences > Connected Services.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • edited August 2018
    You may want to add your VOTE to Have Local Rules for Renaming Payees.

    You may also want to add your VOTE for the Ability to LOCK a payee and categorization.

    First    , click on each underlined link     above to go there, then click VOTE at the top of THAT page, so your vote will count for THIS feature and increase its visibility to the developers.
    (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)

    If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.

    (Canadian user since '92, STILL using QM2007)
    Have Questions? Check out these FAQs:
    • Quicken Windows FAQ list
  • edited August 2018
    I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac..to help direct the priorities of the developers.
    To do that click on this underlined link, following the instructions then VOTE to your heart's content:
    Categorized List of IDEAS of Feature Requests and Enhancements to Vote On

    (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)

    If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.

    (Canadian user since '92, STILL using QM2007)
    Have Questions? Check out these FAQs:
    • Quicken Windows FAQ list
  • edited August 2018
    My problem is that Quicken is automatically changing entries and I want to delete a specific 'rename' rule.
  • edited December 2016

    My problem is that Quicken is automatically changing entries and I want to delete a specific 'rename' rule.

    At the moment, there is little control over this; it is an all or nothing. All you can do is turn off the 'Clean up payees' as mentioned above.
    That is why having local renaming rules would help. Be sure to add your vote for this item..
    BTW, the link above is broken (I will have it fixed). Meanwhile, here is the correct link:
    Have Local Rules for Renaming Payees

    (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)

    If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.

    (Canadian user since '92, STILL using QM2007)
    Have Questions? Check out these FAQs:
    • Quicken Windows FAQ list
  • edited April 2018

    To my knowledge, these are not user accessible. However, as you change payee names for downloaded transactions, Quicken should learn the new names and make those substitutions for you.
    If you are not happy with how payees are being renamed, one thing you can try, is to change the setting of 'Clean up payees' under menu Quicken > Preferences > Connected Services.

    Android manager for mac

    My renaming rules are a mess. Not sure how they got that way. Unchecking (disabling) the 'Clean up payees' feature has not prevented Quicken 2017 for Mac from continuing to rename my downloaded transactions. Even going in and manually putting the names back to what they should be has not helped. I've looked extensively at the Quicken Support pages and while Quicken for Windows offers the ability to edit the rules, Quicken for Mac does not. Why add half of a feature?
  • edited October 2017

    My problem is that Quicken is automatically changing entries and I want to delete a specific 'rename' rule.

    That is annoying. I accidentally renamed The Home Depot to another payee's name and I'd like to separate them.
  • edited October 2017

    My problem is that Quicken is automatically changing entries and I want to delete a specific 'rename' rule.

    If you just did it and you have not quit Quicken you can UNDO the changes. If you have already quit, you either have to make the changes manually or revert back to a previous copy of your data file.
    (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)

    If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.

    (Canadian user since '92, STILL using QM2007)
    Have Questions? Check out these FAQs:
    • Quicken Windows FAQ list
  • edited October 2017

    My problem is that Quicken is automatically changing entries and I want to delete a specific 'rename' rule.

    Thanks for responding. I didn't notice it was happening until it was way past the point of undoing. Ugh.
  • edited October 2017

    To my knowledge, these are not user accessible. However, as you change payee names for downloaded transactions, Quicken should learn the new names and make those substitutions for you.
    If you are not happy with how payees are being renamed, one thing you can try, is to change the setting of 'Clean up payees' under menu Quicken > Preferences > Connected Services.

    Does anyone know of Quicken for Mac 2018 resolves this issue?
  • edited December 2017

    You may want to add your VOTE to Have Local Rules for Renaming Payees.

    You may also want to add your VOTE for the Ability to LOCK a payee and categorization.

    First    , click on each underlined link     above to go there, then click VOTE at the top of THAT page, so your vote will count for THIS feature and increase its visibility to the developers.
    (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)

    So I did upvote your suggestion. Is there any evidence that Quicken Corp pays any attention to these reports, suggestions, or bug reports?
  • edited October 2017

    To my knowledge, these are not user accessible. However, as you change payee names for downloaded transactions, Quicken should learn the new names and make those substitutions for you.
    If you are not happy with how payees are being renamed, one thing you can try, is to change the setting of 'Clean up payees' under menu Quicken > Preferences > Connected Services.

    There are no documented changes in this area.

    If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.

    (Canadian user since '92, STILL using QM2007)
    Have Questions? Check out these FAQs:
    • Quicken Windows FAQ list
  • edited October 2017

    You may want to add your VOTE to Have Local Rules for Renaming Payees.

    You may also want to add your VOTE for the Ability to LOCK a payee and categorization.

    First    , click on each underlined link     above to go there, then click VOTE at the top of THAT page, so your vote will count for THIS feature and increase its visibility to the developers.
    (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)

    Yes they do..we just do not get a lot of feedback, though I have received quite a few privately from the product manager acknowledging that they pay attention.
    A very public case is when an uproar occurred over Quicken's original plan to make ALL versions make your data read-only if your subscription expired, starting with QW2017 for Canada (see this thread). They backed off of that, with the exception of the Starter version. So yes, your VOTES do matter!
    (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)

    If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.

    (Canadian user since '92, STILL using QM2007)
    Have Questions? Check out these FAQs:
    • Quicken Windows FAQ list
  • edited August 2018
    Obviously no end user should have to resort to this, but If you're comfortable with a little SQL, you can fix this yourself. This worked fine for me, but standard disclaimers apply: warranty voided, back your file up, etc. Close Quicken before doing this.
    DO THIS AT YOUR OWN RISK
    Find your data file (~/Library/Application Support/Quicken/Documents/YOURFILE.quicken/data). This is a sqlite3 datafile. You can open it with sqlite3 (or any other sqlite UI).
    Locate the database id of the vendor that things are getting aliased to. In this example, I’m using “Home Depot” as the erroneous alias. (Sqlite isn't case-sensitive).
    select Z_PK, ZNAME from ZUSERPAYEE where ZNAME like ‘%Home Depot%’

    Take note of the Z_PK value. This is used to alias payees in a different table. For this example, I’ll use the value 153.
    * Note if you see more than one primary key, you’ll need to figure out which you’re getting aliased to. You can query the ZFIPAYEE table for the incorrectly-aliased payee todo that.
    Now get the list of payees that are aliased to the one you just located:
    select Z_PK, ZALIAS, ZNAME from ZFIPAYEE where ZALIAS = 153

    You should see one or more payees. For example:
    5 153 Withdrawal Date Instacart
    46 153 Some Company
    128 153 Withdrawal Date Donut Shop
    254 153 Withdrawal Credit/Debit Card..
    For each that you want to fix, get the correct alias id:
    select Z_PK, ZNAME from ZUSERPAYEE where ZNAME like ‘%instacart%’
    That returned Z_PK = 368 for me.
    Finally, update the ZFIPAYEE table with the correct alias. Use the Z_PK from the ZFIPAYEE table.
    update ZFIPAYEE set ZALIAS=368 where Z_PK = 5
    Repeat for each incorrectly aliased payee.
  • edited August 2018

    Obviously no end user should have to resort to this, but If you're comfortable with a little SQL, you can fix this yourself. This worked fine for me, but standard disclaimers apply: warranty voided, back your file up, etc. Best audio recording software for mac. Close Quicken before doing this.
    DO THIS AT YOUR OWN RISK
    Find your data file (~/Library/Application Support/Quicken/Documents/YOURFILE.quicken/data). This is a sqlite3 datafile. You can open it with sqlite3 (or any other sqlite UI).
    Locate the database id of the vendor that things are getting aliased to. In this example, I’m using “Home Depot” as the erroneous alias. (Sqlite isn't case-sensitive).

    select Z_PK, ZNAME from ZUSERPAYEE where ZNAME like ‘%Home Depot%’

    Take note of the Z_PK value. This is used to alias payees in a different table. For this example, I’ll use the value 153.
    * Note if you see more than one primary key, you’ll need to figure out which you’re getting aliased to. You can query the ZFIPAYEE table for the incorrectly-aliased payee todo that.
    Now get the list of payees that are aliased to the one you just located:
    select Z_PK, ZALIAS, ZNAME from ZFIPAYEE where ZALIAS = 153

    You should see one or more payees. For example:
    5 153 Withdrawal Date Instacart
    46 153 Some Company
    128 153 Withdrawal Date Donut Shop
    254 153 Withdrawal Credit/Debit Card..
    For each that you want to fix, get the correct alias id:
    select Z_PK, ZNAME from ZUSERPAYEE where ZNAME like ‘%instacart%’
    That returned Z_PK = 368 for me.
    Finally, update the ZFIPAYEE table with the correct alias. Use the Z_PK from the ZFIPAYEE table.
    update ZFIPAYEE set ZALIAS=368 where Z_PK = 5
    Repeat for each incorrectly aliased payee.
    Sounded good, until I see that I have no QUICKEN folder under APPLICATION SUPPORT..
  • edited August 2018
    You can't see the path from FINDER, but you can using TERMINAL.
  • edited August 2018
    I never did figure out how to see the file from within SQLite Manager. I could open it from Finder with the 'OPENWITH' command, but that did not show any tables.
  • edited August 2018

    I never did figure out how to see the file from within SQLite Manager. I could open it from Finder with the 'OPENWITH' command, but that did not show any tables.

    You need to right click on the Quicken file in the Finder and choose Show Package Contents. Then within the Contents folder, the file named 'data' is the one you can open with an SQLite app.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • edited August 2018

    I never did figure out how to see the file from within SQLite Manager. I could open it from Finder with the 'OPENWITH' command, but that did not show any tables.

    Thanks that worked.