Fidelity CMA downloaded transaction not applying renaming rules

S_P
S_P Quicken Windows Subscription Member ✭✭
edited March 24 in Registers & Transactions (Windows)

Hi, I have been a long-time Quicken user; I started using Fidelity CMA for the last 3 years or so. I have set up Fidelity CMA with 'Show cash in checking account' as No, meaning Fidelity CMA is a brokerage account. When I download a transaction, it doesn't apply renaming rules for the payee and always defaults to what is downloaded. I have made sure many times that renaming rules are set up correctly.

Not sure when this issue started bue it was working fine last spring. Has anyone faces similar issue or have a solution?

Thank You.

[Edited - Readability]

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Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @S_P,

    Thank you for letting us know you're encountering this issue. To help troubleshoot, please provide more information:

    • Did you have 'Show cash in checking account' enabled last Spring?
    • Did the Payee information, as it downloads from Fidelity, change?
      • If so, is it possible that it no longer matches up with the renaming rule?

    I look forward to your reply!

    Quicken Kristina

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