Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Registers & Transactions (Windows)
A large number of transactions in my register show the same payee (a local restaurant).
JayCee44
I then have to go to my bank statement and edit all the incorrect payees. Is this a Quicken issue or a bank issue?
Find more posts tagged with
Accepted answers
Chris_QPW
Look at your renaming rules. most likely you have one for that restaurant name that is to "general" and is match a lot of your downloaded payees and changing them to the restaurant name.
Tools -> Renaming Rules
You might also want to look to make sure that Quicken confirms any creation of renaming rules:
Edit -> Preferences -> Downloaded transactions -> Let me review/confirm the automatically created rules
Also in the register you can turn on the Downloaded Payee name to help you correct those transactions the second gear icon on the right of the register.
Another thing you can do is right click on a transaction and there is both a review and a revert menu item changing back to the downloaded payee.
All comments
Chris_QPW
Look at your renaming rules. most likely you have one for that restaurant name that is to "general" and is match a lot of your downloaded payees and changing them to the restaurant name.
Tools -> Renaming Rules
You might also want to look to make sure that Quicken confirms any creation of renaming rules:
Edit -> Preferences -> Downloaded transactions -> Let me review/confirm the automatically created rules
Also in the register you can turn on the Downloaded Payee name to help you correct those transactions the second gear icon on the right of the register.
Another thing you can do is right click on a transaction and there is both a review and a revert menu item changing back to the downloaded payee.
Sherlock
If you haven't already, I suggest you view the
Downloaded Payee and Downloaded Memo
: open the register, press
Ctrl + Shift + N
, select
Register Columns...
.
If the downloaded fields are correct, I suggest you review the renaming rules: select
Tools > Renaming Rules
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of