Dave461 ✭✭✭

There seems to be major issues with USAA and Quicken. On every attempt to download USAA Visa transactions, it asks me to enter Username, Password, and PIN. And this fails every time with " Sync …

Thanks again Jacob! No worries- this is confusing to be sure. To be clear- talking strictly about Quickfill Rules in order to assign a Category to a Payee. I don't have any Renaming rules, but that's…

Hi again Jacob- I do wish we could Edit our posts. But anyway, I think this is a different (but related?) issue to the Delimiters for Renaming rules. It's almost like there is something missing in th…

Jacob- Thank you so much for the reply- so at least I'm not totally crazy! Here's the thing. In the Quickfill Rule editor, "SamplePayee" all by itself DOES work. i.e. in the resulting popup…

Hey gang- I have a frequent merchant who uses Square to process my credit card. Square appears to assign a unique alphanumeric sequence to each and every transaction. Such that the Payee Name is uniq…