Why do payee names change after downloads?

SusanTaylorHarper

When I download from the bank, the payee names have changed so I have to go thru and do matchups.

SusanTaylorHarper

I have Quicken Essentials 2017 (for Mac) and I'm not seeing Payees & Rules on my menu bar

SusanTaylorHarper

It was the only version I could get when I bought my Mac. The About menu calls it Quicken 2017 but the title on the bar says Quicken Essentials data.

SusanTaylorHarper

Please explain renaming options. Will QM2020 rename my Payees to the bank name as QM2017 did? BTW, I did unclick the Clean up payees box. Thank you.

Tom Auer

Is there any way to prevent payee names from changing case after updating accounts? There is a regional grocery store chain named Quality Food Centers, and commonly abbreviated QFC, that changes to Qfc every time I update my accounts. I know how to change all instances back, and do so after every download, but that's a really annoying misfeatures, and I'd very much like to turn it off.

jacobs

@Tom Auer  Other users have been writing about this same issue in this thread. I suggest you use the Report a Problem function on the Help menu in Quicken to report this issue. The more people who report the issue, the more likely it will make it to the developers for a fix.