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Renaming rules for Fidelity still not fixed in R67.7

leishirsute

Despite it being reported as fixed in R67.7. The renaming rules for a Fidelity linked cash account are still not fixed.

I submitted a problem report - again.

[Edited - Removed partial account numbers]

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Quicken Laura

Hi @leishirsute,

Thank you for sharing your findings. To help rule out any possible data corruption, could you please test the issue in a new data file?

NEW FILE

Choose File menu > New Quicken File.
Select New Quicken File.
Click OK.
In the File name field, enter the name of the new file then click Save (Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you).
Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the Create Account prompt.
Select if you want to use Mobile.
Click Add Account to start adding accounts to the new file.

Once completed, please test the issue again in the new file and let us know the results.

leishirsute

@Quicken Laura

I created a new test datafile from a Template copy of the original datafile. That way the renaming rules would be copied and the transactions except for the last download would also be copied. The last download is the one that reveals that the problem still remains.

Then I reconnected Fidelity access for transaction download and downloaded Fidelity transactions. Even though the renaming rules are in the new datafile, they were ignored for the linked cash account once again.

Does this provide adequate info?

Here is a pic with the error from the test datafile newly created as a template:

[Edited - Removed partial account numbers]

Quicken Kristina

Thank you for your reply,

The additional information is helpful. If you haven't done so already, please navigate to Edit>Preferences>Downloaded Transactions and confirm that renaming rules are active.

Please let me know how it goes!

leishirsute

@Quicken Kristina

This is from my datafile:

Quicken Kristina

Thank you for confirming,

I forwarded this issue to the proper channels for further investigation and resolution. I can see you already sent a problem report with log files attached a few days ago. It will help our teams investigate the issue.

Thank you!

(CBT-1144)