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Amex downloads every new transaction with Same Payee

cvm007

On all American Express Accounts (Business, Prime Business and Personal) All transactions are downloading as Dicks Sporting Goods, and I have to sign on to American Express to get the correct payee.

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Mac

Accounts

Renaming Rules

Comments

Quicken Carlos

Hi @cvm007,

Thanks for reaching out to the Quicken Community!

Before following the steps below, I recommend creating a backup of your Quicken data file. Based on your description, it sounds like there may be a Renaming Rule set up that is automatically changing the payee names.

To confirm, I recommend deleting the Renaming Rule for that payee by following these steps in our support article:

Go to Window > Payees & Rules.
Select the Renaming Rules tab.
Select the payee whose renaming rule you want to delete.
Click the - (minus) button in the bottom-left corner of the Renaming Rules window.

For the transactions that have already been downloaded with the incorrect payee name, you can revert them back to the downloaded payee name by following these steps:

Use the Search bar on the right-hand side to search for the incorrect payee.
Once the transactions are filtered, select multiple transactions by clicking the first one, then holding Shift while selecting the last one.
Right-click the selected transactions.
Click Revert to Downloaded Payee Name.

I hope this helps! Let me know how it goes.

cvm007

I implemented this, however I have not any new transactions downloaded since doing so. Obviously, once it does I will be able to find out it works. I guess my question remains, how did this happen, I know I did not purposely do it, how could have I accidentally done it? Thanks nonetheless!

Quicken Carlos

Thanks for your reply @cvm007,

Sounds good! I recommend monitoring how it goes, and if you encounter the same issue again, please don't hesitate to let me know in this thread.

Based on the description you provided, it sounds like the Automatically create rule when I correct a payee name setting is enabled.

To prevent this from happening in the future, you can turn it off by following these steps:

Go to the Quicken menu.
Click Settings.
Select the Register tab.
If Automatically create rule when I correct a payee name is checked, uncheck it.

I look forward to your reply!

cvm007

I just downloaded transactions and the transactions are working correctly, thanks again for your help!

Quicken Carlos

Hi @cvm007,

Thanks for your reply. I'm glad to hear that everything is working as expected. Your feedback will help other users who encounter the same issue.

If you experience any errors or issues in the future, please don't hesitate to reach back out.

We're happy to help!