Duplicated Payees

carolynmarshall95

I am using Quicken for Windows Release R63.21. I've had this happen in the past but I do not remember how I fixed the problem.

In my Quicken register, after downloading transactions, I have the same Payee listed at least 10 times for transactions that should not be allocated to to that Payee. After checking my bank register that Payee (John Doe) is different as listed on bank register.

If I do a search (at my bank) on the amout associated with payment for John Doe (on Quicken), it shows a diferent Payee.

For instance on my Quicken register the name John Doe is listed 10 Times. When I check my bank register, it shows John Doe maybe once. The dollar amount listed on Quicken is allocated to a different Payee.

This may sound confusing, but I'm hoping someone can help me

Jim_Harman

It sounds like unrelated Payees for several different transactions are being renamed to John Doe. This can happen if you have entered an incorrect Renaming Rule.

For example in a checking account, checks will often download with a Payee of "Check nnnn" where nnnn is the check number. If you have a Renaming Rule that changes any Payee that includes "Check" to John Doe, you will get a lot of John Does in your register.

Please go to Tools > Renaming rules and look for John Doe or whatever your problem Payee is. Click on the little triangle next to John Doe to show the details of the rule.

Click on the red minus sign icon next to John Doe to delete the rule entirely, or next to any inappropriate detail lines.

carolynmarshall95

Thank you for your quick response. The Payee (John Doe) does not show in the Renaming Rules, but your response sounds familiar. I can't remember when I see this dialogue box, so this may not be of any help, but I think it pertains to when I see Check in one small box, then below that small box I see another small box that says Check and then below it I see John Doe, grayed out. Does this help?