Payee name downloaded from Chase

zman0326

I've noticed for the past couple of years that the Payee Name downloaded from Chase Bank periodically has the word "To" appended to the front of the name

. No naming rules exist for the Payee, and there is no trend as to which Payee might be impacted. It's as if the word "to" was appended for printing on a hard copy check. Obviously the appendage to the actual name causes a mismatch to the memorized name on file. I am currently using the Mac version of Quicken Classic Premier v8.1.2, but again, this issue surfaced a couple of years ago.

jacobs

In this case, you could solve the issue with a Renaming Rule: if Statement Name Contains "Greater Peoria Sanitary", Set Payee Name to "Greater Peoria Sanitary District".

But if this happens on random and different payees from time to time, then creating a Renaming Rule after-the-fact each time isn't much of a solution.

Click on that transaction in the register and open the Transactions Inspector (View > Show Inspector). Look near the bottom of the window at the field labeled "Statement Payee". This is what comes directly from Chase. If it shows "To Greater Peoria…" here, then that's what Chase is sending, and it's a Chase issue. But if the Statement Payee does not contain the "to", while the Quicken Name above it does, then it means that Quicken's server-based renaming engine added that to the name. I don't know of any way to get Quicken to "fix" a misguided server renaming rule.

UKR

The example being a recurring payment, to get around the naming issue without the need for creating numerous Renaming Rules, how about setting up and using Scheduled Transaction Reminders instead.
Record these reminders, correctly named and categorized as you desire, into your registers BEFORE you download transactions from the bank.
Upon download Quicken will match the register transaction with the downloaded transaction and not mess up the Payee Name, no matter what is being downloaded. If it appears that Quicken cannot match the downloaded transaction and creates a duplicate transaction instead, simply drag and drop the downloaded transaction over the already existing register transaction and the duplicate will disappear.