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Re: How to Change Rules
Renaming Rules (F1 Help) are name based and not tied to any account. You cannot edit a renaming rule that does not work as expected. You need to delete and recreate. Typically Renaming Rules work han…5 -
Re: How to Merge categories in investment transactions?
If you run the Investment Transactions report, you can do a Find & Replace from it._IntInc is not is the dropdown list, but it can be typed in to do the find. BE SURE TO MAKE A BACKUP BEFORE DOIN…5 -
Re: How to Merge categories in investment transactions?
Merging categories implies you are going to delete the category that you are merging from. The "_XXXXX" investment categories are mandatory and you can not delete them, therefore you can�…5 -
Re: How to Merge categories in investment transactions?
How (what transactions) did you assign the "Interest Income:Bond Interest" category? You may be able to use a Banking Transactions report customized to the Investment account and therein ch…5 -
Re: Quicken ending reconcile balance does not match statement
Hi again @ealvin45 @ealvin45 Well that sounds very encouraging. Regarding your question (above) here's how to save an account reconciliation: When you finish a reconciliation, you'll get a…5
