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From: jaygreg on 3 Apr 2010 18:27
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.
From: John Pollard on 3 Apr 2010 21:06
jaygreg wrote:
> 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.

--

John Pollard
news://<YOUR-NNTP-NEWSERVER-HERE>/alt.comp.software.financial.quicken
Your source of user-to-user Quicken help


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