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?

Quicken Jasmine

Hello @carolynmarshall95,

Thanks for reaching out, and I totally understand how frustrating this must be—especially when the same Payee keeps showing up incorrectly in your register. I’d love to help get to the bottom of this with you.

To start narrowing things down, can you help me answer a few questions?

1. Are these duplicate Payees showing up only after downloading transactions, or are they already present in the account before you update?
2. Do you currently have Renaming Rules turned on (under Edit > Preferences > Renaming Rules)? If so, could you check if there’s a rule that might be assigning “John Doe” to other Payees or memo details?
3. Is “John Doe” one of your Memorized Payees, and if so, do you happen to have auto-categorization settings or a memorized transaction tied to that name?
4. Is this affecting just one account or multiple accounts in your file?
5. Lastly, when you say the amount listed on Quicken is allocated to a different Payee at the bank—just to clarify—does the amount match correctly, but the Payee name is wrong in Quicken?

Let me know!

Quicken Jasmine

https://community.quicken.com/discussion/comment/20497671#Comment_20497671

We haven't heard from you yet. Are you still needing assistance?

Let me know!

Quicken Jasmine

https://community.quicken.com/discussion/comment/20497671#Comment_20497671

Checking in once more before this thread is closed due to low activity.

Let me know!

Quicken Jasmine

This thread has now been closed. Please start a new thread if you are still needing assistance.