NA in payee section

JAP40

For a couple of weeks now the payee is be noted as NA. This is not helpful and I hope Quicken can get this resolved.

UKR

Is it "NA" or is it spelled "N/A"?

"N/A" typically is an indication of data file damage. After performing both a Validate and Supervalidate on your data file see if there are any transactions left with "N/A" as the Payee Name. These will have to be fixed manually, one at a time. Edit / Find/Replace might also work with carefully selected transactions.

If you have "NA", I'd suspect an unintended Renaming Rule was created. Review the Renaming Rules for an entry named "NA" and delete it. Change any transactions with Payee Name = "NA", one at a time or with Edit / Find/Replace.
Are you automatically accepting downloaded transactions into your registers?
If you are relying on Quicken to "automagically" fill your account registers from downloaded transactions, you may run into problems. Despite all efforts by the Quicken programmers, the "Autopilot" (that's my name for the part of the Quicken program which processes downloaded transactions and converts them into new register transactions) is not infallible. For that process to work 100% of the time one would need a crystal ball because the information downloaded from the banks often is just too terse and cryptic.
You should, at least for a while, turn off the "automatically accept downloaded transactions into registers" setting to gain better control over what is downloaded and what to do with it. Click on and review each downloaded transaction, make changes if necessary (e.g., to get a payee name = "Starbucks" instead of "POS TRANS 070119 STARBU", "POS TRANS 070219 STARBU", "POS TRANS 070319 STARBU" or to assign a category) before you click to accept each transaction.

Quicken Jasmine

Hello @JAP40,

Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue.

Before I can further assist you, I require some more information. Which financial institution are you experiencing this with? What is the connection method with said financial institution? You can see the connection method by navigating to Tools > Account List. Do you receive any error codes or messages?

I look forward to your response.

JAP40

Jasmine,

The bank is Chase and this issue started to happen a few software upgrades ago. Then it was fine and then it did it again. The NA only showed up on the checking and debit card purchases. I did not change my connection method. It is express web connect. I hope you can get this resolved. It takes more time to balance my checking account.

Thank you,

UKR

Is it "NA" or is it spelled "N/A"?

"N/A" typically is an indication of data file damage. After performing both a Validate and Supervalidate on your data file see if there are any transactions left with "N/A" as the Payee Name. These will have to be fixed manually, one at a time. Edit / Find/Replace might also work with carefully selected transactions.

If you have "NA", I'd suspect an unintended Renaming Rule was created. Review the Renaming Rules for an entry named "NA" and delete it. Change any transactions with Payee Name = "NA", one at a time or with Edit / Find/Replace.
Are you automatically accepting downloaded transactions into your registers?
If you are relying on Quicken to "automagically" fill your account registers from downloaded transactions, you may run into problems. Despite all efforts by the Quicken programmers, the "Autopilot" (that's my name for the part of the Quicken program which processes downloaded transactions and converts them into new register transactions) is not infallible. For that process to work 100% of the time one would need a crystal ball because the information downloaded from the banks often is just too terse and cryptic.
You should, at least for a while, turn off the "automatically accept downloaded transactions into registers" setting to gain better control over what is downloaded and what to do with it. Click on and review each downloaded transaction, make changes if necessary (e.g., to get a payee name = "Starbucks" instead of "POS TRANS 070119 STARBU", "POS TRANS 070219 STARBU", "POS TRANS 070319 STARBU" or to assign a category) before you click to accept each transaction.

JAP40

UKR,

It is N/A. I have been using Quicken for over 27 years and this N/A just recently occurred. I am guessing you are not from Quicken but I do appreciate your response. responded to Jasmine from Quicken but never heard back from anyone from Quicken. Maybe this last update has fixed this challenge. I hope so.

Thank you

JAP40

Quicken did not give me any N/A. I think the software update corrected this. Let me see next week if this is the case.