Renaming rules are not working for Fidelity accounts after EWC+ cutover

leishirsute
leishirsute Quicken Windows Subscription Member ✭✭✭✭

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:

image.png

In Quicken:

image.png

Here is the renaming rule that used to work to set the correct Category. It is ignored after the EWC+ cutover:

image.png

Deluxe R64.30, Windows 11 Pro

Answers

This discussion has been closed.