Dates appended to downloaded payee field

pga-nola

I have a problem with downloaded transactions from one bank -- First Horizon. When the transactions are downloaded, most of the transactions download looking like this -- "CHASE CREDIT CRDAUTOPAY 220621" -- where the "220621" is the date of the transaction. So, each time the same payee downloads, it has a different date appended to the end of the name. Therefor, where repeat payees would normally allow for auto category matching, the matching doesn't work on this account...since the payee name is a "new" payee each time to Quicken (since the appended date makes each one unique.

I can create renaming rules...but creating all these rules is a pain. IS there a way to keep the date from being appended on all these downloaded transactions?

Quicken Jasmine

Hello @pga-nola,

Thank you for contacting the Quicken Community with this question involving payee names of downloaded transactions. 

First, I suggest creating a test file and adding the First Horizon account(s) to see if it produces the same results regarding how the payee is downloaded. It is recommended to save a backup before proceeding with troubleshooting steps in the event that you would like to return to your original starting position. Below are instructions on how to create a test file:

1. Choose File menu > New Quicken File.

1. Select New Quicken File.

1. Click OK.
2. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to tell it apart from your main file. 

Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.

1. Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the Create Account prompt. 

1. Select to not use Mobile.
2. Click Add Account to start adding accounts to the new file.

After adding accounts, see if you are experiencing the same problems in this test file. 

Please let me know how this goes, I look forward to hearing your response. 

volvogirl

I think you can use one renaming rule on IF it contains Chase Credit.  Maybe this post can help.
https://community.quicken.com/discussion/7912829/renaming-rules-ambiguous-descriptions