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Re: Issues with automatic Payee renaming
Use my existing renaming rules is selected. Automatically create rules is not selected. I have a set of about 75 renaming rules and 125 Memorized Payees that work well for the payees that I use regul…1 -
Re: Investment Acct Issue
This sounds like you have a Placeholder, perhaps hidden. Go to Edit > Preferences > Investments and make sure the Show hidden transactions box is checked. Look for a Placeholder around the 28th…1 -
Re: Help with Req'd Min Distribution ("RMD") transactions from self employed pension plans ("SEP")
It is a bit tricky to record IRA distributions in Quicken so that the tax implications are captured correctly. The gross distribution and any tax withholding must be recorded in the receiving account…2 -
Re: One Step Update takes too long
How long is it taking? How many accounts are being updated? Is the process taking longer than in the past? How much longer? Also please go to Help > About Quicken and let us know what version of Q…1 -
Re: One Step Update takes too long
Go to Edit > Preferences > Downloaded transactions and un-check both "Automatically add" boxes Review and accept the downloaded transactions one at a time, looking for one that would …1
