Can't change the name of the Payee on a transaction
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WADataguy
Member ✭
I'm using QM 2017. For some adjusting entries from the reconciliation process, I have always changed the name of the Payee to be more meaningful after I accept the adjusting entry. A few months ago, in some accounts, Quicken started reverting the name change that I make. Workarounds are possible, but more time consuming. Why would Quicken not let me change the Payee name?
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Best Answer
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Hello @WADataguy
Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.
Would it be possible that the adjustments that are able to be changed were created manually outside of the reconcile process?
One of these was created while reconciling, the other transaction I created manually. The reconcile adjustment that was created by Quicken cannot be edited.
If you would like this to have a specific category and payee I would suggest creating a manual entry.
Thank you,
-Quicken Tyka~~~***~~~5
Answers
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The Reconcile Adjustment is a reserved payee/category with special status. This is mainly to keep it from showing up in reports. This is the reason Quicken won't allow you to tamper with the payee name.
If you really wish to do so, you would have to manually (re)create the transaction and delete the Quicken generated one. Then it will be a plain old transaction that will show up in reports, etc.0 -
It doesn't seem logical that the payee is protected in one retirement account, but not in another, and is also not protected in a brokerage account. And did it just become protected in October of 2019 (for Quicken 2017)?0
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Hello @WADataguy
Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.
Would it be possible that the adjustments that are able to be changed were created manually outside of the reconcile process?
One of these was created while reconciling, the other transaction I created manually. The reconcile adjustment that was created by Quicken cannot be edited.
If you would like this to have a specific category and payee I would suggest creating a manual entry.
Thank you,
-Quicken Tyka~~~***~~~5
This discussion has been closed.