Renaming rule changes check #
S renaming rule I started using for a deposit renames the payee and assigns the split categories correctly but blanks out the check number. Is there some way to keep the downloaded check #?
Deluxe R60.15, Windows 11 Pro
Answers
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For a downloaded check number to correctly appear in the register's Check # field, the bank must send it in the downloaded Check number field. Sending it only as part of the Payee Name ("Check 1234") is not sufficient.
See if you can locate this transaction in your log files or ask Quicken Support for help.
If you write paper checks, it's best to record a transaction, with proper check number, as you write the check. This ensures a properly numbered and categorized transaction exists in your register when the check clears the bank a few days later and the downloaded transaction can be matched to the already existing register transaction.
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It is a check deposit from SSA. Without the renaming rule the downloaded check number always showed as DEP.
With the renaming rule, the check number is blank.
Not a big deal currently, but was curious if actual check #'s were downloaded, if they would be blanked out due to the renaming rule.
Deluxe R60.15, Windows 11 Pro
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Not a big deal currently, but was curious if actual check #'s were downloaded, if they would be blanked out due to the renaming rule.
When the financial institution sends a check number properly it is in a separate field that wouldn't be affected by what is done in the payee field.
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You don't need a renaming rule.
What you need is a Scheduled Reminder, to be set to be due on the proper day (e.g., 3rd Wednesday of the month), with proper category splits, and to execute a few days before the due date. This gives you a correct register entry. When the downloaded transaction arrives, Quicken will be able to match it to the existing register transaction and won't even need a Renaming Rule to do so.
"DEP" in the Check # field is icing on the cake and not really required for anything, IMHO.1 -
Are you getting a SS check you deposit or getting Direct Deposits from SSA?
I'm staying on Quicken 2013 Premier for Windows.
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Also, the check number field is customarily used for checks that you write … NOT checks that you receive.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP1 -
Direct deposit.
Deluxe R60.15, Windows 11 Pro
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I was doing a scheduled reminder with proper category but thought it would be less steps to just have the downloaded transaction renamed rather than have to go accept the scheduled reminder and then Accept the matching transaction.
I see that I can automatically have a scheduled transaction entered into the register.
I'll give your suggestion a try. Thanks.
Deluxe R60.15, Windows 11 Pro
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