Renaming Downloaded Transaction Question

No

If the renaming rule changes the payee name to a Memorized Payee name with a category that is a transfer to your desired account: Yes.

Ok, John, you saw the game (work-a-round) I was after. So if my credit card payment in my checking, downloads as 'Discover Card' with blank category, and I use Renaming to change it to say 'Discover Card Payment' and thjus convert the original 'Discover Card' and have previously created and/or edited a Memorized Payee of 'Discover Card Payment' WITH a category of [Discover Card], then it should convert...??? I guess what I was hoping and what you're saying is that a Rename will first look in the Memorized Payee listing and grab that full ID if it matches. What about the Amount in the download versus the Amount in the Memorized Payee Rename?

BTW, it got very cold in PA today. To bad I must hang around until Jan 1 to head down your way!

Since I am not certain what you are asking, all I can do is try to form a reply that might be helpful.

The "Renaming Rules" are applied to the payee name that is downloaded. You can create multiple renaming rules intended to convert many different downloaded payee names to the same Quicken payee name. Look closely at the Renaming Rules dialog; it has the ability to do this. You can tell Quicken to "rename" "Albertsons 1" and "Albertsons 2" (and many other downloaded payee names) to "Albertsons". Quicken will make the rename conversion *before* it looks for the Quicken Memorized Payee name to compare to. So if, in my example, your Quicken Memorized Payee name is "Albertsons", any downloaded transaction whose payee name *converted* (was renamed) to "Albertsons", would *match* your Memorized Payee transaction for "Albertsons".

Yesterday was the first day that felt like winter. It was almost enough to cause me to want to return to California. :)

Thanks, John. I'll give it a try.

If I misunderstand your question, forgive me.

When I pay my Discover bill, my memorizes Discover payee has the category set to transfer to Discover account. Then when the transacti>Example: I want to download 'checking' transactions that will include a

Sorry for the late reply. Was out of town for weekend.

What I'm trying to say is that My Memorized Payee List has the correct transaction for a payment to Discover Card with the correct 'bracketed' category. Now my downloaded transaction arrives with a 'New status' with an obscured Payee like "/ WITHDRAWAL DISCOVER CARD TYPE: E-BILL". I have created Renaming Rule for this but nothing seems to happen. When the transaction appears in the box and I click on it, nothing happens expect the obscure Payee information is move to the Register in the Memo area and the Amount of the new transaction is correctly moved. I have the Accept or Edit options, but no where no how can I seem to get the hang of Q2005 renaming the transaction, either before or after 'Accepting'. I'm sure I'm missing something simple...

Nothing? If you have setup your renaming rule correctly (and told Quicken to "use renaming rules when downloading"), when you look at your downloaded transaction in the "Accept transactions into register" window (before accepting it, or even selecting it), the downloaded payee name should already have been changed to the new name in your renaming rule. If that has not happened, I believe your renaming rule is not working.

The "new" name for the downloaded payee should, obviously, match the payee name in your Memorized Transaction List: that will cause Quicken to fill in the correct category for "New" downloaded transactions ... if you have QuickFill turned on.

Perhaps you should post your renaming rule here, maybe we can figure out why it is not working.

Hmmm. I have been wishing something like this would happen, but I have never seen it myself.

John

Is there a clue in the OP's quote "/ WITHDRAWAL DISCOVER CARD TYPE: E-BILL"

Note the slash which I believe is the delimiter that sends the following text to the Memo field. My read is that the download does not contain a Name for QW to work on. Is this correct?

I think JM hit the nail on the head. I researched delimiters on the quicken site and saw references but no solution for Q2005.

However, I just bought Q2006 and saw on the Forum site that it could work with Renaming the via the Memo field. So the results of multiple tests with Q2006 are as follows: (all trying to work with a "/ WITHDRAWAL DISCOVER CARD...." downloaded transaction payee field.

1. Renaming works with a Memo field containing "withdrawal discover card" (not case sensitive- I checked this out)
2. Renaming does not work with a Memo field containing "/ withdrawal discover cart" (/ seems to be a delimiter as JM deduced!!!)
3. Renaming does not work using the Payee field for this transaction. Delimiter seems to muddle and I do believe the '/' makes Q06 treat it as a Memo field only.

So it looks like Q2006 is required, the Memo field is the only option for Renaming Rules where a transaction begins with /. So far I do not have any transactions that have a slash in the middle of data. From what the Quicken Forums say, the portion in front might be Payee info and after the slash might be Memo. I'll worry about that if the time comes.

So it appears that for my first Renaming trials, I couldn't have picked a more difficult one to attempt. I should be home free from here on (I hope)

Thanks all ;-)))

Great thought.

I had been under the assumption that a forward slash in the "contains" field in a renaming rule was a non-working attempt by Quicken to allow the user to specify downloaded memo field contents to be matched on, I never thought it might be intended to cause the downloaded payee name to be moved to the Quicken memo field ... something that I really want. To think, it might have been right in front of my face all this time. (It won't do me a lot of good though if the fi is required to send the forward slash; none of mine are doing that).

If op has told Quicken to rename the downloaded Discover transaction only if there is an "exact match", then that might explain the failure to match, as the forward slash would likely not be considered in that match logic.

But I think getting the payee renamed still should not be a problem (provided the "move to the memo field" operation works logically ... that is, does not occur until after matching has occured). The renaming rules permit a "match" to occur if the downloaded payee name "contains" the specified text; so just putting "DISCOVER" in the "payee contains" field should allow converting the downloaded payee to "Discover" (or whatever). Alternatively, possibly op could remove the forward slash from the renaming rule match text.