Accepting New Online Tranactions - Interest

Quicken Personal Finance Discussions - Quicken - personal finance software discussions 

Yahoo!   Google   Windows Live   del.icio.us   digg   Netscape

Subject Author Date Accepting New Online Tranactions - Interest jaygreg 07-13-2006  Re: Accepting New Online Tranactions - Interest Disciple 07-13-2006  Re: Accepting New Online Tranactions - Interest John Pollard 07-13-2006  Re: Accepting New Online Tranactions - Interest Dick 07-16-2006  Re: Accepting New Online Tranactions - Interest John Pollard 07-16-2006
Posted by jaygreg on July 13, 2006, 3:27 pm Please log in for more thread options 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. Posted by Disciple on July 13, 2006, 5:05 pm Please log in for more thread options On Thu, 13 Jul 2006 19:27:02 GMT, jaygreg wrote: > 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. Interest Paid or Earned is a point of view term, from your point of view it is Earned but most likely from your banks point of view it's Paid. You were on the right track with the Renaming Rules, create one that renames the payee to Earned. -- Disciple - Team Z And now abide faith, hope, love, these three; but the greatest of these is love. 1 Cor. 13:13 Posted by John Pollard on July 13, 2006, 5:59 pm Please log in for more thread options > 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. > 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. 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. > Posted by John Pollard on July 16, 2006, 4:44 pm Please log in for more thread options > John, > Is feature available in Q2004? Renaming rules were not introduced until Q2005. -- John Pollard First initial underscore Last name at mchsi dot com Please reply to newsgroup Similar Threads Posted Brokerage CD interest and preferred stock interest not recorded as profit October 8, 2006, 2:07 am TurboTax and accrued interest (or other interest adjustments) March 2, 2007, 2:49 pm recover from accepting an unmatched transaction January 10, 2008, 9:13 am Quicken shutting down when accepting a transaction June 10, 2009, 7:15 am Principal & Interest March 6, 2007, 3:28 pm FYI: Interest Only Loans July 20, 2008, 2:20 pm Q2006 and interest only loans August 29, 2007, 9:24 pm Entering Interest in IRA Account October 16, 2007, 11:19 pm Dividend and Interest Report January 24, 2008, 8:42 pm Quicken - Interest & Schedule B February 6, 2008, 6:39 pm