Quicken Windows not renaming transactions from Amex?
So recently i've had some strange quirks with download transactions from BofA and Amex
The renaming isn't happening per my renaming rules and it's pulling in the full name from whatever AmEx has in it's download (e.g. Amazon.com XXXYYYY.Washington). It takes time now for me to have to go in and do a manual rename when I used to be just able to pick accept.
when i go to pick a remembered transaction in my register it doesn't automatically set the category like it used to.
many of my recurring transactions are setup as bills (either manual or linked). Recently some of my bills (both transfers and actual categorized ones) have a habit of making a new entry in my register and not matching the transaction when downloaded and then the download matches to the new one. I can catch it because they always have a blank category to them and then I have to delete that one and match it to the other one.
Not sure if it's just me on those, but curious if others have seen those.
on the other hand, fidelity has actually got a big better and now shared added (e.g. employee stock grants) don't show up as bought anymore and require me to do a bunch of stock matching gymnastics.