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Quicken Classic for Windows
Registers & Transactions (Windows)
Payees are being renamed automatically
jtcrawf55
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?
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Accepted answers
GeoffG
You have inadvertently setup renaming rules. Go to Tools>Renaming Rules and delete any or all that are not what you expect.
jtcrawf55
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!!!
All comments
GeoffG
You have inadvertently setup renaming rules. Go to Tools>Renaming Rules and delete any or all that are not what you expect.
jtcrawf55
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!!!
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