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Payees are being renamed automatically
jtcrawf55
Member ✭✭✭
For the past few months, after downloading my transactions the payees are being renamed, to what appears to be a simple name, as opposed to what the bank originally named the transaction. I don't recall setting up any type of renaming. I have to click on each transaction and select Edit -> Revert to. Why is it doing that and how do I turn that off?
0
Best Answers
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You have inadvertently setup renaming rules. Go to Tools>Renaming Rules and delete any or all that are not what you expect.
user since '92 | Quicken Windows Premier - Subscription | Windows 10 Pro version 20H25 -
It says "No rules defined yet". But you pointed me in the right direction. Hitting the Preferences tab showed me that during transaction download I had the button selected "Automatically apply Quicken's suggested name to payee". I believe if I turn that flag off that will solve my problem. Thank you!!!1
Answers
-
You have inadvertently setup renaming rules. Go to Tools>Renaming Rules and delete any or all that are not what you expect.
user since '92 | Quicken Windows Premier - Subscription | Windows 10 Pro version 20H25 -
It says "No rules defined yet". But you pointed me in the right direction. Hitting the Preferences tab showed me that during transaction download I had the button selected "Automatically apply Quicken's suggested name to payee". I believe if I turn that flag off that will solve my problem. Thank you!!!1
This discussion has been closed.