Renaming Rules Not Working

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Jeremy Moritz
Jeremy Moritz Member ✭✭
in Download, Add/Update Accounts (Windows)
I've been using Quicken for over 12 years and have hundreds of renaming rules. After a recent auto-update now they no longer work. 

Here's an example:

The rule:


Preferences --- is something wrong?


Answers

  • Quicken Francisco
    Quicken Francisco Alumni ✭✭✭✭
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    Hello @Jeremy Moritz

    Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. That is quite odd that it'd stop working all of a sudden. Your settings don't show anything wrong that's creating difficulties so I'm wondering here if we might try to load a backup to see if we have a similar issue as well. When you restore a backup I would recommend creating a copy as well to see if the backup might work a bit better. Additionally the most recent backup prior to the update might work best. I'll leave steps below on how to do so.

    https://www.quicken.com/support/how-backup-or-restore-your-quicken-data

    Once you get the chance let us know what you're able to find out. From there we'll see what we're able to do next.

    Thanks,

    Quicken Francisco


  • Jeremy Moritz
    Jeremy Moritz Member ✭✭
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    I didn't do a restore, but signed out of my account and back in and things seem to be working again...for now.
  • bjlaatsch
    bjlaatsch Member ✭✭
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    Hi JM. I'm having the same problem you experienced. May I ask, when you signed out of your account, was that signed out of your online Quicken account or something with your desktop app? Thanks, Brian
  • Jeremy Moritz
    Jeremy Moritz Member ✭✭
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    > @bjlaatsch said:
    > Hi JM. I'm having the same problem you experienced. May I ask, when you signed out of your account, was that signed out of your online Quicken account or something with your desktop app? Thanks, Brian

    I signed out on my desktop app. Here's the instructions on the other issue I was having that led to that solution. https://community.quicken.com/discussion/7891041/one-step-update-no-longer-working-for-all-accounts#latest
  • bjlaatsch
    bjlaatsch Member ✭✭
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    > @"Jeremy Moritz" said:

    > I signed out on my desktop app. Here's the instructions on the other issue I was having that led to that solution. https://community.quicken.com/discussion/7891041/one-step-update-no-longer-working-for-all-accounts#latest

    Super, thanks for replying, much appreciated. Much easier and safer than the uninstall/fix-file/reinstall solution.
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