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Re: Quicken STILL creating bogus opening balance transactions
@deliusfan As you have probably gathered, the issue of opening balances being changed when reauthorizing or reconnecting accounts has been going on for a long time. There have not been many reports r…1 -
Re: Memorized payee changes every month, so it's useless
It should work in the case you describe, but be aware that to Quicken, "contains CITY OF MIAMI" means "contains the words "city", "of", and "miami" in tha…1 -
Re: Memorized payee changes every month, so it's useless
Will the renaming rule work if the monthly transaction changes name every month as I described in the initial post? Yes it will. Go to Tools >Renaming Rules and click on Add a rule. The rule you c…2 -
Re: Fidelity IRA Transactions Downloading Incorrectly (Double Withdrawal Issue)
If they are not going to implement an improved way to handle IRA distributions soon, it would sure be nice if there were a Help or Support page users could refer to rather than SuperUsers having to d…1 -
Re: Set up Rename Rules for transfer in Q; No account number in bank download
This is not a problem that can be solved with Renaming Rules. As @UKR explained above, if these transfers happen regularly, once a month for example, you should set up a transfer Reminder for each of…1
