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NEW Problem as of R59.35 - Incorrect Payees

Bob.

Started 11/21, coincident with Quicken update. Can only speak for one credit card as that is all I have used since then. Will charge to other cards to see if it is ONLY that card or ANY card. Cannot tell if it affects banking accounts as well….

EVERY new charge comes in with the Payee named "S". That's all. I change it to my description of the real payee, for example from "S" to "Peet's Coffee". When I save the transaction as I am set to confirm changes, I get this:

So, I know no that Quicken sees the proper Payee, but does not display. And it asks me if I want to change that. This has never happened before. I shall watch new credit charges and all entries all accounts. I would doubt it is limited to only this card.

Now, I do not remember my preferences settings as I made them so many years ago. Is it possible one of these has changed causing the issue?

I'm thinking maybe "automatically apply Quicken's suggested name…"? Is that a new preference?Maybe any below "Your renaming rules"?

Anyone else having this issue? If so with credit card(s)? Other accounts?

I'll keep this update as things come in. May take a few days for the next transaction.

Thanks.

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Comments

Bob.

Is this new?

Automatically apply Quicken's suggested name to payee

Select this option to have Quicken automatically rename your transaction payees as they are downloaded, based on a database of standardized merchant names. If you deselect this option, your existing renaming rules in Quicken are still used (click the Renaming Rules button in this dialog to see a list of those rules). For more information, see How Quicken suggests categories and payees.

About ACE

Quicken has implemented Automatic Categorization Engine (ACE) functionality in an effort to make entering downloaded transactions easier and more uniform across multiple users. ACE learns and evolves based on user-modified data and, as such, may display different names than you would expect. For more information see this support article about ACE.

I do not recall it. Could easily be what is broken. I am reticent to change as I do not yet know if it is on only one account or more.

markus1957

Both of the mentioned preferences have been around for a long time and both have been the cause of undesired effects. I keep them disabled to avoid issues.

Bob.

Thanks @markus1957 . I guess the possibility exists that the latest update enabled them when I had had them off. No way for me to be sure of either.

Quicken Kristina

Hello @Bob.,

The behavior you're describing is about the same as what I've been seeing in my Chase accounts for the past few days. It's possibly either the issue described in this Community Alert or something similar:

https://community.quicken.com/discussion/7957749/new-11-22-24-multiple-banks-wrong-payee-downloading

If you haven't already done so, please go to Help>Report a Problem, and submit a problem report with log files attached. I'd recommend referencing Ticket# 11404020 in the subject line. While you won't receive a direct reply to the report, these reports are reviewed daily to track multiple reports of the same trending issues and/or for troubleshooting/escalation purposes. When multiple reports of the same issue are received, those reports are also investigated further. Reports that can be replicated or verified are then submitted as tickets to the proper channels.

Thank you!

Bob.

Thanks @Quicken Kristina . Sounds like the same issue. Except for me its an "S".

I did report already, of course:)

My strong hunch is that 59.35 enabled preferences I had disabled years ago and never thought about again. And that feature is broken. Too coincidental with when that started. And it is EVERY transaction form one credit card account.

I turned them off. Tomorrow I will get a half doen transactions thatare pending today. Shall see if that stopped it. And even if it did, there is a bug in that feature.

Jerry_

This has happened to me with my Chase Checking Account since implementing Windows Version R59.35. I also noted that one of my Income Reminder Amounts was showing zeros. I choose to edit the Reminder. In its edit menu, the Amount reverted back to the actual amount that I had entered originally. To be sure that it "stuck", I selected "Done" to save the original amount.

Have had no problems since. My data file size reverted back to the size it showed before running R59.35 for the first time. There was quite a difference in sizes.

Quicken Kristina

Hello All,

Our service provider told us the issue should now be resolved. This won't fix anything that previously downloaded incorrectly, but future downloads should no longer have this issue.

To correct anything that's already downloaded, you can right click on the transaction and select the option to Revert to (payee name).

Thank you!

Bob.

Thanks for the update Kristina.

Bob.

It indeed is working again. The only thing I cannot confirm is if it is because of the vendor fix or that I turned this preference off.

Not quite sure what that would do as most transactions come in without requiring any editing except for perhaps category.