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Posted by John Pollard on April 19, 2007, 2:46 pm
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Jeff wrote:
> John Pollard wrote:
>> 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. )
>
> The next time I download new transactions, it asks me the
> same question again about that security. That's why I
> was puzzled. Must be something about these securities. It's
> always the same 2 securities.
>> 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.
>
> Sorry. When I saw that it did not remember about the
> securities, I assumed that was the function. My mistake.
I can't recall hearing of your problem before. I don't have any
good ideas.
You could try Editing the security before you next download and
unchecking the box "Matched with online security". You should
still get asked to "match" the downloaded name, but the download
after that, might not ask ... but I think it's a long shot.
Just in case there might be others who are seeing the same
thing, or who would have an idea about the problem, you might
post the name of the financial institution; and the name of the
security as you have it in Quicken and as it appears in the
download.
[The only way I can logically think to explain what you see is
the your fi is allowing unprintable garbage characters into the
name of the security in their downloaded data ... different
unprintable garbage in each download. While not impossible,
it's also not very likely. It's just the only thing I can think
of.]
--
John Pollard
First initial underscore Last name at mchsi dot com
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