After reconciling a credit card account old payee name is used

dmmurphy1

I am using Quicken for Windows and noticed that after recently changing the account name for one of my credit card accounts (bank name change ie Bank A to Bank B) the payee name that automatically populates the payment entry following reconciliation is the former name of the account (Bank A). I can manually edit the bank name each time, but would prefer to find a way to have the new bank name (Bank B) automatically pulled in for the payment entry after completing the monthly reconciliation. Has anyone experienced this before and if so, are you aware of any way to fix this issue so that Bank B (the new name on the Quicken account) automatically populates the payment entry? I have been trying to solve this problem for years. The old payee name is not in my memorized payee list.

Tom Young

This is a pure guess but it sounds to me like the original Account name is still in Quicken's data base, somewhere, and the program is looking at that old name instead of the new name, where it should be looking. 

Make a backup and do a Copy and Validate of the file to see if that clears things up.

"Third, Copy your file and Validate" at https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows

dmmurphy1

I will give it a try and let you know. Your guess sounds right to me, and I have not tried the approach you are suggesting.