|
Posted by DP on August 19, 2006, 3:19 pm
Please log in for more thread options
So when a transaction is downloaded, it doesn't match it up to the scheduled
transaction? The scheduled transaction is already in the register right?
In the list of downloaded transactions, it doesn't give you a chance to
match it up with anything already in the register?
PS: Give my regards to Mary.
> DP,
> Thanks for you response, but I already have a schedule transactions for
> these setup and your solution doesn't work.
> PS My wife's name is Mary good guess....
>
>>
>>>
>>>> Just installed Q07 and I have a very basic problem with renaming payees
>>>> when I download from my bank. When the bank records the payee name such
>>>> as Social security direct deposits and if there are two deposits (my
>>>> wife and I different $ amounts it's recorded twice each with the
>>>> correct $ amount. When I down load it I want to change the Payee name
>>>> to either my self or my spouse which ever it belongs to. I can't figure
>>>> out how to make that happen. Any help is appreciated.
>>>
>> << snip>>
>>
>>
>>> Renaming depends on finding unique data in the Payee and/or Memo fields
>>> to identify the "true" payee. If the downloaded SS transactions for you
>>> and your wife have the exact same data in the payee and memo fields, you
>>> can't use renaming rules to assign two different payee names to those
>>> transactions.
>>>
>>> If there is data in the Payee or Memo field that is different for you
>>> and your wife, but constant for each of you individually for every
>>> download, then Quicken can use that to rename.
>>
>> Here's a thought: What if you created scheduled transactions for these
>> two and have Quicken prompt you a few days before they are supposed to be
>> entered? Then you'd have "Dick's SS Payment" and "Mary's SS Payment." I'm
>> assuming, perhaps incorrectly, that the amounts will be different. (I'm
>> also assuming your wife is named Mary. :-) )
>> Then when you download the actual payment, Quicken MIGHT be able to match
>> the d/l against the scheduled transaction (which will already be in the
>> register because Quicken prompted you to put it in) and match it up that
>> way. If it doesn't match it up that way, it should at least give you the
>> opportunity to manually match it up with an existing transaction. That
>> way, the d/l'd transaction would have the name you want to give it.
>>
>> Anybody see any problems with this idea that I'm not seeing? This should
>> work, shouldn't it?
>>
>>
>>
>>
>>
>>
>>
>>
>>
>
>
| 
Yahoo! 
Google 
Windows Live 
del.icio.us 
digg 
Netscape 
XML Sitemap