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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 -
Re: Transitions duplicating when editing categories
It appears that you are running a Beta version of Quicken. If you are a Beta user, you should be discussing these issues in the Beta section of the community.1 -
Re: Specify Lots Sold in This Transaction view is truncated
@rfmoskowitz Re: your second post, I suspect you did not enter the Price received per share or the total amount received before clicking on Specify Lots. In that case, Quicken is assuming that you so…6
