Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO
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
-
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 20H2
5 -
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 20H2
5 -
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.