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Problem with new Renaming Rule dialog

Jim_Harman

The new Renaming Rule setup dialog introduced in R62.14 is generally an improvement.

However I ran into a problem trying to add a new rule for an an existing Payee name. To add a rule before this change, you would click on the green plus sign next to the Payee name and enter the new rule. Now if you click on the plus sign, you can enter the new rule but then you are stuck - the only option is Cancel. Note that the Rename the downloaded payee to: box and the OK button are grayed out.

Apparently the new way to add a rule for an existing Payee is to click on Add a Rule at the bottom of the list and then select the Payee from the dropdown list.

The new way works and seems logical, but clicking on the plus sign next to the payee should either be fixed to work as it did previously or the plus sign should be removed.

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Comments

[Deleted User]

@Jim_Harman - It seems to work for me. Once I filled in the "IF", the "THEN" became available. Once I filled in the "THEN" the OK button became available.

Chris_QPW

https://community.quicken.com/discussion/comment/20486153#Comment_20486153

I think you missed @Jim_Harman 's point.

If I select this icon:

I'm expecting to add a new rule to "At Home", not create a renaming rule for a new payee.

This box should be pre-filled with "At Home" (and you shouldn't be allowed to change it in this dialog), but you should be able to add the new rule to the "THEN" box, but when you start with the green plus icon there isn't any way to get the "THEN" box to enable.

Or like @Jim_Harman said this icon should be removed:

Other examples: (THEN box disabled even if I put in the original rule's payee's name):

Still disabled with different text.

[Deleted User]

@Chris_QPW - Thanks for the clarification. I get the issue now.

@Jim_Harman - I think the intent was to avoid duplicate downloaded payee names? If that is the case then I agree that button should be deleted or fixed to work as the programmers intended.