New download on Classic is a mess

jag71
jag71 Member ✭✭
edited October 4 in Registers & Transactions (Windows)

I dont know what they are thinking, but now downloading my credit card line items became extremely difficult. Plus the Payee line is now a mess. It keeps bring in my name instead of the payee name. It was working fine prior to this recent download. Much more time consuming trying to rewrite all the payee's. Not sure what "improvement" they were after.

Comments

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    The first step in trying to get to the bottom of this issue would be to look at your Renaming Rules.
    If there is one with your name in it, delete it. This will fix it for newly downloaded transactions but won't undo damage done in prior downloads.

    If you are automatically accepting downloaded transactions for this (or all) account registers, I would turn this function off, at least for a while, until you can get a handle on what's downloaded and what the payee name is converted to. This will also help with properly categorizing transactions and entering or using Memo text.

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