Linked checking account problems

es114
es114 Quicken Windows Subscription Member ✭✭
edited December 7 in Download, Add/Update Accounts (Windows)

New transactions all showing as cash advance as the payee when not cash advances. Also showing the category as a credit card that has been closed for 2 years. The memo field shows as a transfer from another of my fidelity accounts that has nothing to do with checking. This after several days of downloading correctly. This is so frustrating.

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @es114,

    Thank you for reaching out. To help troubleshoot, please provide more information. When did you first notice this issue? Which financial institution is this happening with? Was there anything that happened just before the problem started, such as a program/computer update or unexpected computer/program shut down?

    The incorrect information showing up automatically makes me suspect a renaming rule may be causing the issue. Please navigate to Tools>Renaming Rules and check to see if there are any overly general or incorrect renaming rules.

    renaming rules location.png

    If there are, you can click the - sign to delete the problem rules, or click the pencil icon to edit them.

    Renaming rules screen.png

    You should be able to correct the problem transactions by right clicking on them and selecting the revert option.

    Revert to QWin.png

    I look forward to your response!

    Quicken Kristina

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