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Re: Tutorial and Renaming downloaded transactions
What is the store name? Aren’t there two settings for payee renaming rules? One which searches the combined payee and memo? Check to see if you have a renaming rule for Exxon. If so, delete it.1 -
Re: Memorized transaction loses it's category splits.
In the account register, select the transaction and press CTRL M on your keyboard.3 -
Re: How do I get the prompt to print a reconciliation report again?
I believe the prompt to run a reconciliation report is only for checking accounts, not for credit card accounts.1 -
Re: Uncategorized Transactions
The first step is to use Renaming Rules to get consistent payee names. For example a renaming rule to change payees Starbucks Store#123 and Starbucks Store#456 into payee Starbucks. Once you have con…1 -
Re: Tax line items
Typical setup is to associate the tax line item with the category. Then the tax line item will be used whenever the category is used, whether the category is on a transaction or in a split. Is the ta…2
