Automatic Renaming of Rules feature - Q 2008 H&B

Apr 03, 2010 1 Replies

This concerns the automatic renaming rule function of Q2008 H&B.



1) Money was transferred from a bank in one state to a different bank in another.
2) In the “Downloaded Transactions” tab in the account from which the funds were taken, in the “Accept transactions into register” (ATIR) section, the “Payee” is listed as “Sara Lee / 000001230303034”.
3) Sara Lee dividends automatically flow to this account but the transaction at hand is unrelated.
4) When I right click on the “Payee” entry, a box appears stating “Renamed from: Ally Bank TRANSFER”.
5) When I click the “Edit” button in that ATIR section, I notice there is provision to “Revert to Ally Bank TRANSFER”. I’ve pressed his twice but notice no change. However, I have NOT pressed the “Accept” button yet. Perhaps this change will take affect after I accept the transaction?
6) If I’m wrong about #5… I’m lost and need help to proceed.

I think you're almost right about #5 (I'm sure you can still "revert", after you accept the transaction: right click any register transaction whose payee was renamed, and you'll be given the opportunity to "revert" to the downloaded name), but, if you're wrong about #5, I don't think there are any serious consequences. If you have concerns (or even if you don't); backup first.

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