Renaming rules not being applied after Fidelity EWC+ download

ct89
ct89 Quicken Windows Subscription Member ✭✭
in Download, Add/Update Accounts (Windows)

I am seeing similar issues to the following posts but neither seemed to have a resolution:

https://community.quicken.com/discussion/comment/20515629#Comment_20515629

https://community.quicken.com/discussion/7967365/renaming-rules-are-not-working-for-fidelity-accounts-after-ewc-cutover

After the EWC+ cut-over, "Fee Charged" and "Foreign Tax Paid" transactions started showing-up with more information in the description (specifically the security name).
With DC, these transactions were memorized and properly categorized as "Invest Exp".
Now, the expanded description is not matching a prior transaction so they go uncategorized.

I tried adding a renaming rule to change any transaction where the payee contains "Fee charged" to just "Fee Charged" hoping it would then match and get correctly categorized but no luck so far.

Right now I'm accepting all downloaded transactions, then identifying the uncategorized transactions and categorizing them manually. But that's a pain as a recent download had over 40 of these "Fee Charged" and "Foreign Tax Paid" withdrawals.

Is there a better approach? I like the expanded descriptions, I just want them to be auto-categorized and haven't found the magic to make that happen.

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Answers

  • leishirsute
    leishirsute Quicken Windows Subscription Member ✭✭✭✭
    https://community.quicken.com/discussion/7969302/renaming-rules-not-being-applied-after-fidelity-ewc-download

    So far, the best workaround I use is to memorize the renamed transaction so that when the original name is downloaded in the future, it takes only a few keystrokes to have it replaced by the memorized transaction.

    Deluxe R65.17, Windows 11 Pro

  • ct89
    ct89 Quicken Windows Subscription Member ✭✭

    Thanks.

    My main issue is with an account I let Fidelity manage and they seem to jump in and out of lots of small positions of a large number of stocks.

    I am doing what you suggest and have so far accumulated quite a few of these memorized transactions.

    I wonder if I'll eventually stumble on a Quicken limit for the max number of memorized transactions or just see things slow to a crawl as Quicken tries to evaluate hundreds of these rules against each download.

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