|
Posted by Dick on July 16, 2006, 4:41 pm
Please log in for more thread options John,
Is feature available in Q2004?
>> I'm green to on-line banking. I just downloaded a transaction from my
>> bank
>> that wasn't in my register; interest. It was called "Interest Paid" but
>> it's
>> actually interest I've earned and has been carried on my books as simply
>> "Interest Earned" with all the proper tax links. When I explored changing
>> the name, I clicked the button for the payee next to "Interest Paid" and
>> saw
>> the "Renaming Rules" link. Went there but all were payees for my bills.
>> Not
>> sure how to handle this. I'd like to have "Interest Paid" recognized as
>> "Interest Earned". Would someone take a moment to steer me in the right
>> direction.
>
> You can add a renaming rule for any payee name that appears in a
> downloaded transaction; just click the "New" button, enter the payee name
> you want the downloaded payee changed to, make sure the middle drop down
> contains the appropriate requirement (maybe you only want the rename to
> take place if the downloaded payee name *exactly* matches the search text,
> as opposed to *contains" the search text), the enter the text you want the
> rule to look for to change.
>
> You can actually have multiple rules to change multiple possible
> downloaded payee names to the same Quicken payee name by using the "Add
> new item" option. And you can also utilize "memo" field contents to match
> on for the rename.
>
| 
Yahoo! 
Google 
Windows Live 
del.icio.us 
digg 
Netscape 
XML Sitemap