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Quicken Classic for Windows
Errors and Troubleshooting (Windows)
Payees missing or only show * across multiple accounts and institutions
joels805
Hello, I've gone through the forums but not found any help. For about the last 2 months most downloads for different accounts and across different banking institutions are missing the payee information. It usually just has an asterix (*) in their place. I've gone through settings and there has been no changes to anything. This is not isolated to a single bank so I know it is not the banks information. Please help, not downloading payee information has defeated the purpose of me using Quicken.
Windows version Quicken Deluxe Version R41.10 Bild 27.1.41.10
Thank you for your help,
Joel
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Sherlock
I suspect you may have an inappropriate renaming rule: select
Tools > Renaming Rules
If you haven't already, you may want to review:
https://help.quicken.com/display/WIN/About+the+way+Quicken+suggests+categories+and+payees
joels805
I have seen that. No settings in there seem to affect my downloads.
UKR
Take a look at your Renaming Rules. If there is a rule for a Payee name = "*" then delete it.
Switch one or more of your affected registers to 2-lines-per-transaction mode using CTRL-2 as the toggle.
Now click the Register Columns icon (top right of register next to the Balance column) and add the columns Downloaded Payee and Downloaded Memo. Do these columns show proper payee names?
If all else fails, it may be necessary to call Quicken Support on the phone and request help. Let them do a screen share session with you to review the situation on your computer, to determine the nature of the problem and to figure out how to fix it. They need to review a download log file to see what's actually being downloaded from the bank and what is causing the problem.
Quicken Support:
To contact Quicken Support, please use this link only:
https://www.quicken.com/support#contact-support
and select Chat or Phone support.
Support is only available during
posted hours of operation
The phone number can be found at the support website.
To start Chat or see the support phone number, your browser must allow popup windows from
https://www.quicken.com
See
https://community.quicken.com/discussion/7870684/faq-talk-to-support-does-not-respond#latest
If you are eligible for Premium Support (purchased separately or included as part of your subscription to Quicken 2018+ Premier or HB&R) call the number that can be found at the top of your My Account page at
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(US) or
https://www.quicken.com/canada/my-account
(Canada) when you log in with your Quicken ID. Place the call using the phone whose number is recorded in your account profile.
Other links or phone numbers found elsewhere on the Internet, even in some posts or emails received from other Community members, may not be from Quicken or may not be up-to-date. Use those at your own risk.
Unlike other so-called "Quicken support providers", the real Quicken Support is free for all currently supported versions.
[Deleted User]
@joels805
- have you done the usual troubleshooting steps? If not, please, take a look at this support article:
https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows
The other thing to try if you haven't already, is to uninstall and reinstall Quicken.
You don't say where you keep your data file, but it should always be kept on your local C: drive to avoid any data file corruption. Backing up to a flash, network, or cloud drive is not a problem.
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