Incorrect Data

I have many issues with incorrect data. I have a transfer from one account to another but only shows in one account and I can't classify it in business account. I have missing transactions and incorrect payee names, these are fine in my online bank account. Quicken changed CGTrader to Trader Joe's on 2 transactions. I was about to dispute charges. None of my balances are correct even when syncing online


  • Quicken Kristina
    Quicken Kristina Moderator mod

    Hello @VryFrustrated,

    Thank you for reaching out to the Community and telling us about your issues.  I'm sorry to hear you're running into these problems. Could you give more information about these issues? When did they start? Was there anything that happened just before the issues started such as an update, program unexpectedly closing, power surge, power outage, etc? Do you keep your Quicken file on your C drive, or is it on a shared drive, removable drive, or a cloud drive (such as One Drive or Dropbox)?

    With the CGTrader turning to Trader Joe's on 2 transactions, you might want to check your renaming rules to see if Quicken learned a rule that would have caused it to automatically change that. To check renaming rules, go to Tools>Renaming Rules. The rules should be listed in alphabetical order. If you find the offending rule, you can edit or delete it as appropriate.

    Thank you.

    Quicken Kristina