Payees are being renamed automatically

jtcrawf55
jtcrawf55 Quicken Windows Subscription Member ✭✭✭
in Registers & Transactions (Windows)
For the past few months, after downloading my transactions the payees are being renamed, to what appears to be a simple name, as opposed to what the bank originally named the transaction. I don't recall setting up any type of renaming. I have to click on each transaction and select Edit -> Revert to. Why is it doing that and how do I turn that off?

Best Answers

  • jtcrawf55
    jtcrawf55 Quicken Windows Subscription Member ✭✭✭
    Answer ✓
    It says "No rules defined yet". But you pointed me in the right direction. Hitting the Preferences tab showed me that during transaction download I had the button selected "Automatically apply Quicken's suggested name to payee". I believe if I turn that flag off that will solve my problem. Thank you!!!

Answers

  • jtcrawf55
    jtcrawf55 Quicken Windows Subscription Member ✭✭✭
    Answer ✓
    It says "No rules defined yet". But you pointed me in the right direction. Hitting the Preferences tab showed me that during transaction download I had the button selected "Automatically apply Quicken's suggested name to payee". I believe if I turn that flag off that will solve my problem. Thank you!!!
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