mobile number is already enrolled with Zelle. Transactions typically occur in minutes when the recipient’s email address or U.S. Internal and external transfers are free.įor more information, read the Terms and Conditions. Your eligible personal deposit account must be active and enabled for ACH transactions and Online Banking transfers.
phone number, an active unique e-mail address and a social security number. To use these services you must have an Online Banking profile with a U.S. Message and data rates may apply, check with your wireless carrier.Įxternal transfer services are available for most personal checking, money market and savings accounts. mobile phone number and an active unique e-mail address. To use Send Money with Zelle® you must have an Online Banking profile with a U.S. Click on the drop-down to control whether the rule gets applied only to Future transactions or Existing and future transactions.1Send Money with Zelle ® is available for most personal checking and money market accounts.Check or uncheck the Automatically create rule. checkbox to turn on or off automatically creating a rule in the register when editing a payee.Review and adjust your new renaming rule.Ĭontrol whether renaming rules are automatically created.
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Select the + plus sign in the bottom left corner of the Renaming Rules window to create a new renaming rule. However, you can still access this dialog at any time by following the To add a renaming rule from the Payees & Rules window steps below.Īlso, note that you can control whether renaming rules are automatically created by turning off the feature in the Preferences To add a renaming rule from the Payees & Rules window Please note, the Create Renaming Rule dialog only appears during this process if Quicken anticipates that you'll want to add more details to the renaming rule. If you did not choose to rename existing transactions, click Save. When you are done reviewing the existing transactions that will be renamed, click Apply & Save. 
If you have chosen to apply the rule to existing transactions, click Review. If you are presented with the Create Renaming Rule dialog, review and adjust your new renaming rule. You can select to rename future transactions or existing and future transactions. Click the dropdown arrow for more renaming options. Select Edit Transaction and enter the new payee name. Right-click the transaction with the payee you want to change. View, add, modify, or delete renaming rules in the new Payees & Rules window. Rename existing transactions and correct past payee naming mistakes. Sync renaming rules so that mobile and web transactions are downloaded just like they are on Mac. The name of the Payee will stay as is when it comes from the bank. Define Payees that you don’t want to be renamed. Specify detailed rules for payee renaming precision. Quicken automatically creates a renaming rule whenever you edit a payee name in a downloaded transaction so you don't have to rename it in the future.
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