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One step update - Downloading city rather than the vendor's name

mrgumdrop

One step update today downloaded the city rather than the vendor's name for Discover Card and Sam's Master Card. Normally the vendor is downloaded. Vendor is a better answer.

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Quicken Jared

mrgumdrop said:

One step update today downloaded the city rather than the vendor's name for Discover Card and Sam's Master Card. Normally the vendor is downloaded. Vendor is a better answer.

Hello @mrgumdrop,

I am sorry about these issues with incorrect transaction information appearing in the register. Thank you for reaching out about this here on the Quicken Community.

What connection method are you currently making use of in order to add or link your accounts to online banking services? Please note that you can verify this anytime by going to Tools > Account List and then clicking on the Edit button in the row associated with the affected accounts. Next, go to the Online Services tab in the new window that appears afterward. The information we are looking for should be found under the Online Setup callout box. Let us know what connection method is in use for both your Sam's Card (MasterCard) and Discover Card accounts.

I look forward to your reply.

Thank you,

Quicken Jared

mrgumdrop

Both of these accounts had been working properly and i did not change the settings. Online setup is Automaic entry is Off. Don't update memo is NOT checked. Reconcile IS checked. Also, other credit card accounts are downloading a few transactions from a month ago. Very strange behavior.

Quicken Jared

mrgumdrop said:

Both of these accounts had been working properly and i did not change the settings. Online setup is Automaic entry is Off. Don't update memo is NOT checked. Reconcile IS checked. Also, other credit card accounts are downloading a few transactions from a month ago. Very strange behavior.

Hello @mrgumdrop,

I am sorry to hear that this problem remains, and thank you for getting back to me with more information about what is happening.

In the event that you are also noticing problems with credit card accounts associated with financial institutions besides those mentioned earlier, I recommend restoring from a backup prior to when this issue emerged. We recommend saving backups frequently by navigating to File > Copy or Backup File... in the upper menu at the top of the screen. Provided that this has been done often, you should be able to restore from a recent backup by navigating to the same menu and selecting File > Restore from Backup... in the upper menu at the top of the screen. Let us know if these issues continue in the restored backup file.

I hope to hear back from you about your results.

Thank you,

Quicken Jared

mrgumdrop

Validated and Repaired File has fix some of the issues. Will need to download new transactions to see if all is fixed.

mrgumdrop

Discover Card is still downloading City rather than the vendor

Quicken Jared

mrgumdrop said:

Discover Card is still downloading City rather than the vendor

Hello @mrgumdrop,

I am sorry to hear about this problem continuing, even after earlier troubleshooting efforts. Thank you for continuing to work with me on this issue.

Also, if you have the chance, you could save a backup by going to File > Copy or Backup File... in the upper menu at the top of the screen and then create a 'test' data file by going to the same menu and selecting New Quicken File... Next, choose New Quicken File in the screen that follows, and then click OK. After this, choose a file location on your computer and then click Save. Choose Don't use mobile and web when prompted.

You may then add your Discover accounts by navigating to the Add Account button in the upper left-hand side of the screen, denoted by the '+' symbol. Let us know if you see the same error message occurring in the test data file once this is attempted.

I look forward to hearing about your results.

Thank you,

Quicken Jared

mrgumdrop

I setup a test account and the information downloaded properly. Wish I could fix my data without having to lose years of data.

Quicken Jared

mrgumdrop said:

I setup a test account and the information downloaded properly. Wish I could fix my data without having to lose years of data.

Hello @mrgumdrop,

I am sorry to hear about these issues remaining in your original data file; I can see how this is frustrating. I appreciate you taking the time to let us know about the results you noticed within the test file, however.

Earlier, you mentioned that you had validated the data file with some signs of progress afterwards. Have you also attempted to supervalidate the file? If not, save a backup, then proceed through the instructions as provided below:

Navigate to File
Hold CTRL + Shift and click Validate and Repair File...
Select Super Validate File
Click OK
Close the Data Log
Close Quicken (leave it closed for at least 5 secs)
Reopen Quicken and see if the issue persists.

If this has already been attempted, or the problems remain after you try these steps, one other option left to us is to try copying your data file. Please note that doing so will disconnect all online services in the copied data file, and that it will be necessary to reactivate all online account connections, online Bill Manager services, and all online notifications in the new copy of the data file. Also, a new data set will be created in the new data file, should you intend to use that as your primary data file, going forward.

With that in mind, if you wish to continue, save another backup, then follow these steps, in order:

Navigate to File
Select Copy or Backup File...
Select Create a copy or template
Click Next
Select a file location on your computer
Click Save Copy
Select New Copy
Click OK

I hope that is helpful, and let us know how these recommendations work out for you.

Thank you,

Quicken Jared

mrgumdrop

Restored a backup file. Everything downloaded properly. Next day, problem has reappeared.

UKR

Have you taken a look at your Renaming Rules? (In the Tools Menu)

Is there a Renaming Rule with payee name = the name of your city? If there is, delete it. It's what is incorrectly changing your downloaded payee names.

mrgumdrop

Nice try but have not used renaming rules. This error is happening with Discover Card and Sam's Card. Other cards are working properly

UKR

You may not ever have defined Renaming Rules yourself, but Quicken, trying to be helpful, may have created one for you. And that rule isn't working properly. So, did you look in Renaming Rules?

mrgumdrop

It does not happen every time. Today the download two transactions, one correct and one wrong in the same account