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Re: Tutorial and Renaming downloaded transactions
I would love to see a clear and accurate tutorial that includes manual and automatic renaming, memorized Payees, and automatic Categorization. For your second question, the following settings in Edit…2 -
Re: Tutorial and Renaming downloaded transactions
I went through my working file and enabled the Downloaded Memo field in the account Registers to see what was there. The field was usually blank, but for American Express credit card accounts, it has…1 -
Re: Tutorial and Renaming downloaded transactions
It may be wrong, but the Help for Renaming Rules is here https://info.quicken.com/win/how-do-i-standardize-payee-names-with-renaming-rul It says Quicken searches the Payee and Memo fields for the sea…4 -
Re: What tax lines should be used in and out for Schwab Equity Account.
For the Schwab Equity Account are you referring to a brokerage account or some other type of account? The tax line items for transfers into or out of an account in Quicken depend on what type of acco…1 -
Re: Paycheck Issue with 401K Account
I see all my accounts except for 401(k)s as options for the Roth 401(k) deduction. So if you set up the Roth 401(k) account as a Roth IRA, it is available as I see it is in your list.1
