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Posted by John Pollard on April 18, 2007, 9:18 pm
Please log in for more thread options Jeff wrote:
> John Pollard wrote:
>> Jeff wrote:
>>> Jeff wrote:
>>>> Using Quicken 2006 Deluxe in XP
>>>>
>>>> When I download investment transactions, there is one
>>>> share name that Quicken always asks me if it is the
>>>> same as ..... It is and I always say yes. Why does
>>>> Quicken not learn that permanently? I thought that
>>>> was what the renaming rules did. Maybe I have it
>>>> turned off or I do not know how to use the renaming
>>>> rules function. Can Q be made to learn that that
>>>> particular share is the same as ... ? How?
>>>> Jeff
>>>
>>> Just wanted to add that I have both
>>> - Apply renaming rules to downloaded transactions
>>> - Automatically create rules when manually renaming
>>> selected.
>>
>> What is a "share name"?
>
> Sorry. I meant the name of an equity.
>
> Like Eli Lily, etc.
> Sometimes the name also has a common
> abbreviation which Quicken recognizes and asks me if this
> is the same security as xx in my account or should it
> create a new security entry. I answer yes, it's the
> same, but the same thing happens every month. Should
> Quicken not be able to remember that or am I asking too
> much?
> I was reviewing the archives ad apparently this is a
> known problem that someoe solved by doing it manually but
> I am not sre how you do it maually.
If it's a known problem, it's news to me.
Quicken renaming rules apply to payees, not to securities.
I have never had a problem when Quicken received an investment
account download with a security name it had not seen before and
I told Quicken what existing security to match it to. Quicken
has never "forgotten" what I "told" it. (That happens extremely
rarely for me, by the way. )
But, that process does not create a "renaming rule": it matches
an exact name in a download to one specific security that
already exists in Quicken. From that point on, the two
different security names are matched by CUSIP.
--
John Pollard
First initial underscore Last name at mchsi dot com
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