Payee Names Reverting to Statement Name on Account Sync

jackhake

I have three credit card accounts where the I manually changed the Payee name but every time I update my accounts the Payee name defaults to the Statement Name. I don't have any Renaming Rules or QuickFill Rules for these entries. Does anybody know how to fix this?

When a payment post to my Chase credit card it shows as "Payment Thank You -Mobile" (or -Web depending where I made it). I rename this to "Chase Card Services". If I update my accounts the Payee name goes back to the original name every time. This happens to recent transactions as well as some older ones. However, it's not all transactions. Any help would be greatly appreciated.

Quicken Deluxe Subscription
Version 6.5.1 (Build 605.42638.100
macOS 12.2

jacobs

Do you have Sync turned on in Preferences > Mobile, Web & Alterts ? It sounds to me like a syncing problem between your desktop data and your Quicken Cloud data, where the latter is overwriting the former.

If you don't use the mobile app or web interface, then turn Sync off. Then on the Connected Services tab, click the Reset button for the Cloud account. This will delete the existing Cloud account, so it can't overwrite your data. 

jackhake

> @RickO said:
> I don't know why it would be changing back a payee that you already manually changed. That seems like a bug. But how about creating a naming rule for this? That should fix it I would think.

For Chase its just "Payment Thank You" which seems to generic for a rule. I wish we can have rules for specific accounts. I have another credit card that the statement name includes the date so its always unique which is annoying.

jackhake

> @jacobs said:
> Do you have Sync turned on in Preferences > Mobile, Web & Alterts ? It sounds to me like a syncing problem between your desktop data and your Quicken Cloud data, where the latter is overwriting the former.
>
> If you don't use the mobile app or web interface, then turn Sync off. Then on the Connected Services tab, click the Reset button for the Cloud account. This will delete the existing Cloud account, so it can't overwrite your data. 

I did have sync turned on but don't use the app or web views as they seem pretty pointless. I have turned that off and click reset for the cloud account. This seems to have worked for now. Thank you!

bellbill

Really strange if you have already manually changed the payment template. Personally prefer to contact the technical support service, where they can always quickly advise me.