Renaming Rules keeps over riding my choices

  • 1
  • Problem
  • Updated 6 months ago
Currently setting up reckon for the first time. I have downloaded the current financial year historical data from the bank using QIF to set up my software. I'm having issues with the renaming rules when accepting transactions.

When going through the imported transactions and accepting them the naming rules keeps suggesting things I don't want. When I create a rule using names I want, the next time I try to accept a transaction from the same payee it will redo the renaming rule pop-up box with an incorrect entry.

It seemed to work fine when I did my first account, but now I'm accepting transactions for the second account it is having issues with matching. It seems like its only reading the first bit of the transaction description so not properly differentiating between transactions.

I do regular transfers between accounts, and reckon wants to keep amalgamating the different transfers for different accounts into just one account name when I'm clearly transferring between multiple accounts.

How can I get Reckon to accept my custom naming rules without rejecting them every time I come across a similar transaction?

Damo

PS: The sentiment needs an angry face emoji.
Photo of Damo

Damo

  • 100 Points 100 badge 2x thumb

Posted 6 months ago

  • 1
Photo of Diver Dave

Diver Dave

  • 5,664 Points 5k badge 2x thumb
Damo, as a long time user I would strongly advise against importing transactions into RPP.  It is very simple to enter repeat transactions as RPP memorises previous entries, so just start keying in the transaction, which has Payee and Categories memorised and adjust the amount - if desirable you can save such transactions with 0.00, or just over-ride the last entry.

Transfers between accounts can be memorised, and Scheduled so they are automatically entered into the register.

There is so little to be gained by importing from your bank it's not worth the hassle.
Photo of Andrew Christie

Andrew Christie

  • 1,616 Points 1k badge 2x thumb
Photo of Damo

Damo

  • 100 Points 100 badge 2x thumb

Thanks Dave, but it's a bummer that you say that. For me, keeping track of my expenses IS a hassle, thats why I got this software in the first place. I have about 1300 transactions to import so I'll be gaining a week of my life if it can be automated, and electronic import is supposed to avoid the human error. This software is supposed to make it simpler. I was really after something that could do a bank link and import automatically. I didn't get that obviously. If this is too manual it just wont get done and defeats the purpose of having the software for me. I was a happy quicken user years ago and haven't found anything similar to replace it in my recent hunt for software. Looking through this forum it seems as though my expectations of a modern software should of been less optimistic.

I have a busy life and need something simple and easy.

Anyone else have a possible solution? Or an alternative software, as I haven't gone very far down the road to get locked into this one. I found reckon one too limited last time I looked

cheers

Damo