Create a rule that renames Payee only and does not change category

Mook Mook

Just a few months ago I was able to create a rule that renamed the Payee (i.e. "EBAY 46534653457" → "eBay") without simultaneously creating a rule that would update the Payee category.

Since a recent App update, when I try to create a rule that renames the Payee only, I get a pop-up telling me how my rule will change the Payee name AND the category, even though I often don't want to create category rule. Am I missing something here?

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Coach Natalie

@Mook Mook, thanks for posting to the Community!

I went ahead and moved this out of Feature Requests, as you can already create a Payee Rule without creating a Category Rule with the new Transaction Rules design.

Here's how to do so from Settings > Rules: https://support.simplifi.quicken.com/en/articles/4792733-how-to-use-transaction-rules#create-a-payee-rule

And here's how to do so from a transaction directly: https://support.simplifi.quicken.com/en/articles/4792733-how-to-use-transaction-rules#h_934379f617

If you're creating the Rule from a transaction directly, you have to select "None" from the Category drop-down menu to only set a Payee Rule. You can also more easily manage Transaction Rules from Settings > Rules, as there are separate checkboxes for 'Rename Payee' and 'Update Category'.

I hope this helps!