Downloaded transaction payees being renamed even though I am saying "Do Not Rename"

TheGolux

I'm not a big fan of Quicken's renaming practices on Payees. I have removed all memorized payees from Tools→Memorized Payees, and have furthermore removed all renaming rules from "Tools→Rename Rules" AND added a "Do-No-Rename Rule" so that anything with the word "Town" or "Country" in it is not renamed. But no matter how much I try to kill this beast, EVERY time download credit card transactions from my local grocery store "TOWN & COUNTRY", it gets renamed by quicken to "Town Country Tile". How do I stop this madness? It is just NOT a tile store. Looking at the feeds of what quicken downloads in XML, the word "Tile" is just no where in the merchant's name. I can "Revert" to the original merchant name one-time only by using the menu in the Downloaded Transactions panel, but the next time I make a charge to that store, Quicken stubbornly makes up that it is a tile store. PLEASE PLEASE tell me how I can stop this. THanks.

Jim_Harman

Please let us know if that change fixes the issue for you.

I agree that Quicken sometimes comes up with wrong names for payees in downloaded credit card transactions. Most recently for me, it changed "Brown Dog Coffee" to "Dog.com".

I think some of this renaming is done by Quicken's servers before the transaction is downloaded. If you want Quicken to fix this, I think you will have to contact Support.

Jim_Harman

Please go to Edit > Preferences > Downloaded transactions and make sure the "Automatically apply Quicken's suggested name to payee" box is un-checked.

TheGolux

That is helpful, so thanks. But as a decades-long Quicken user, do you have ANY idea why quicken is suggesting this name? It doesn't appear to exist on any memorized list or in any renaming rule, and DOES seem to exist in the "DO NOT RENAME" rule. And it seems just bizarrely random to append the word "Tile" to the name of a grocery store…..

Jim_Harman

Please let us know if that change fixes the issue for you.

I agree that Quicken sometimes comes up with wrong names for payees in downloaded credit card transactions. Most recently for me, it changed "Brown Dog Coffee" to "Dog.com".

I think some of this renaming is done by Quicken's servers before the transaction is downloaded. If you want Quicken to fix this, I think you will have to contact Support.

TheGolux

Thanks Jim, I may not know for a few days…… but I'll let you know.

TheGolux

This does "sort of" solve the issue and I'll mark it so.

It does mean downloaded transactions are kind of ugly. But better ugly than misleading. Quicken seems to be doing a terrible job here!

Jim_Harman

You can fix ugly transactions with Renaming Rules. This will also have the benefit of standardizing the Payee names, so you don't get things like Starbucks #1234 and Starbucks #5678 as different Payees. Once the Payee name is standardized, you can use the Memorized Payee List to assign it a Category.

You may also be able to fix your original problem with a Renaming Rule. I think you can turn the automatic renaming back on, then set up a rule that says Change the name to Town & Country if Quicken name is Town Country Tile.

UKR

Have you tried manually recording a credit card transaction for Town & Country BEFORE downloading transactions from the bank?
When you later download transactions, Quicken should "see" the already existing register transaction and match it to the downloaded one. If your Preferences allow Quicken to create a Renaming Rule, it should be able to do so, for future transactions of this Payee.
If your settings for this account have enabled automatic accepting of new transactions, you might want to turn this off for this account, to have better control over what gets accepted and how.

TheGolux

I just wanted to express gratitude again for the many good workaround hacks suggested here. Thank you.

Abq Michael J

I also want to know how to turn off the automatic payee name feature. The algorithm has run so amok that it has become completely counter-productive. I would be better keeping the all caps transaction Square Space generates than the confusing haikus that Quicken generates. Today I had 3 entries, all wrong. Two changed the very understandable name "Tanoan Country Club" to Country Club (which country club, I wondered — we call the place Tanoan). Another turned "SQ *TIA B'S LA WAFFLERIA - 5402" into "La." I wondered "where the heck is La?"

So I went to Quicken's quick help It said go into Transactions→Preferences and make a change. But my Quicken (Quicken Classic Deluxe Version 7.10.1) does not have that menu. It also gave me a helpful hint that I should keep manually renaming these things because eventually it'll get it right (It's only been getting worse and worse). Here above, Jim says go to Edit→Preferences. Again, there's no preferences entry under Edit. Thanks Jim for the reminder to keep helping Quicken by coming up with good names for these things. Yea. I wish it was that easy.

Boatnmaniac

https://community.quicken.com/discussion/comment/20462795#Comment_20462795

You are using QMac. This thread is for QWin. They are 2 different programs and work differently from each other. That is why you are are not seeing in your installed software the things that were posted above and in Help.

I suggest that you search again in Help and/or in this Community and make sure you are viewing information for QMac.

If your searches do not provide you with the assistance you need regarding this matter, then you might want to start a new post thread about it making sure to post it under Mac, not under Windows. Then you will get responses/comments posted by other QMac users that you might find more helpful.