Renaming rules are not working for Fidelity accounts after EWC+ cutover
At first, I thought the issue was related to a linked cash Fidelity account in Quicken. Just today, a dividend for the core MMF in a regular Fidelity account was posted as a Deposit with no category. I have a renaming rule in place correct the name and set the category. It did not take effect. However, I can key a bit of core MMF security and the memorized payee fills the rest of the fields. Still, it would be timesaving to have the renaming rule work correctly.
Additionally, Quicken is incorrectly reporting the Action for a Dividend as a Deposit.
From Fidelity website:
In Quicken:
Here is the renaming rule that used to work to set the correct Category. It is ignored after the EWC+ cutover:
Deluxe R64.30, Windows 11 Pro
Answers
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This is similar to my post on at
However, when I posted on 10/15, I thought it was related to a Fidelity linked cash account in Quicken.
This issue appears for regular investment accounts as well.
Deluxe R64.30, Windows 11 Pro
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