JB ✭✭

I download transactions from a credit union. The payee in the transaction is "Dividend" not the name of the credit union. I've created a renaming rule for future transactions, but is there …

@ps56k - Thanks for your answer. It looks like I'll be able to downgrade from Premier to Deluxe, since I don't use most of the extra features in Premier. I'm retired, my only investments are IRAs &am…