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Payee name is changing when downloading transactions - Windows

arncorp4599

Some, not all, payee names are changing names when I download transactions from a bank or credit card. I do not have any renaming rules set… I spoke to Quicken support and they don't have an answer to the problem. Thay suggested making a copy of the file and see if it fixes the problem. That doesn't sound like a solution. They don't have a clue what is causing the issue. They keep pointing to a possible corrupted file and that is why they suggested making a copy and seeing is that works. Id you are just making a copy, how does that fix a currupted file? Has anyone had this issue and possibly been able to resolve it without making a copy of the file? Also, when I hit the dropdown menu for the downloaded transaction, it askes if I want to revert to the original payee. That kind of tells me that Quicken is the issue. This is a Windows machine.

PS I originally posted it in the MAC discussion by mistake.

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Comments

I don't believe this is a file corruption. It happens to me and probably most users for certain payees. My guess is that Quicken has a vast collection of payees in some database and a set of matching rules and logic where if some downloaded payee name comes close to it, it makes a decision to change/match it.

Of course you can control that via Edit menu > Preferences > Downloaded transactions > Automatically apply Quicken's suggested name to payee - you can uncheck the box if you like. Along with that you can also take advantage of renaming rules and memorized payee list which should significantly improve your experience over time.

arncorp4599

Thanks. I've tried those things and it has not happened as often. Quicken does not have a clue why this happens. Creating and using a copy of my file and then reconnecting the banks just does not make sense to me. I could do that with the individual banks by deactivating them one at a time. I'll keep plugging away at it. They don't know where the Payee that replaces the Bank Payee is ocming from.