Fidelity no muni indicator in memo download

MACMONEY
MACMONEY Quicken Mac Subscription Member ✭✭
edited November 6 in Download, Add/Update Accounts (Mac)

Before, with Fidelity on the memo line, my municipal bonds downloaded with an item on the memo. Today, I see I had no memo. So it was very hard to tell that they were actually muni free interest.

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Answers

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @MACMONEY,

    Thank you for sharing your experience.

    I have some follow-up questions for you.

    • Did this issue start yesterday?
    • If not, how long has this been happening?
    • Is this only happening with one payee, or is it multiple?
    • Do you have any Renaming Rules for this payee?
      • You can check by going to Window>Payees & Rules. Then look for the affected payee. Screenshot 2025-11-06 at 7.40.47 AM.png
    • Do you have any QuickFill Rules for this payee?
      • You can check this by going to Window>Payees & Rules>QuickFill Rules. Look for the affected payee.
    Screenshot 2025-11-06 at 7.41.56 AM.png

    If you do have rules for this payee, I would delete them and then see if these transactions still download without a memo.

    Looking forward to your response.

    Quicken Alyssa

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