changing auto fill name
rfs1111
Member ✭✭
One of my credit cards has changed its name and I updated the card name and the memorialized list for the new info.. However when I reconcile the account and go to the linked checking account, the old name shows up. How do I get rid of the old name. Past posts on this subject do not work. I run quicken H&B on windows 10.
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Best Answer
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rfs1111 said:Thanks for responding. I changed the name in the accounts list ( tools accounts) and in the memorialized payee list. When I reconcile the account under the new name, the old account name shows up in the check register when I pay the credit card. I can change it manually, but I would like to eliminate that old name if possible.
I suspect you're referring to a payee name. If so, I suggest you use Find/Replace (press Ctrl + H) to change the payee name in the registers and also reset the payee in your reminders (press Ctrl + J).5
Answers
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Thanks for responding. I changed the name in the accounts list ( tools accounts) and in the memorialized payee list. When I reconcile the account under the new name, the old account name shows up in the check register when I pay the credit card. I can change it manually, but I would like to eliminate that old name if possible.0
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You may have added the name to the Renaming Rules.
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rfs1111 said:Thanks for responding. I changed the name in the accounts list ( tools accounts) and in the memorialized payee list. When I reconcile the account under the new name, the old account name shows up in the check register when I pay the credit card. I can change it manually, but I would like to eliminate that old name if possible.
I suspect you're referring to a payee name. If so, I suggest you use Find/Replace (press Ctrl + H) to change the payee name in the registers and also reset the payee in your reminders (press Ctrl + J).5 -
I did not consider that the old name was coming forward from a past payee name in the checking account register. I was only correcting the current entry name. I performed a search and replace on all old account names and that may solve the issue. I won't know for sure until I reconcile the account at the end of the month. Thanks for the help.0
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