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Posted by Dick on August 19, 2006, 7:49 pm
Please log in for more thread options I'll recheck again next month when the next months payment is made and I'll
report back the results.
>
> If it doesn't give you the chance to match d/l'd transactions with
> existing transactions, then you run the risk of getting lots of duplicate
> transactions in your register.
> I don't understand what's going on there.
>
>
>> DP,.
>> Yes to all your questions.
>> PS Mary says Hi.
>>
>>>
>>> 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?
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>
>>>>
>>>
>>>
>>
>>
>
>
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