How did this get renamed?

nhmartens
nhmartens Quicken Windows Other Member ✭✭

This one has me scratching my head.

I downloaded a QFX file from my credit card account. I've done this every month for years and years. I've also had to engage the help of some renaming rules. But, this one, has me stymied.

Here's what it looks like in the qfx file:

<STMTTRN>
<TRNTYPE>DEBIT
<DTPOSTED>20250721120000.000
<TRNAMT>-89.00
<FITID>fe4beaba-bc19-620e-f325-fd642d42b5d2
<NAME>AIRCRAFT &amp; PILOT ASSN WWW.AOPA.
<MEMO>24492165202100017131004; 08699; ; ; ;
</STMTTRN>

Here's what it looks like after 'accepting' it into Quicken:

image.png

Now, where did it decide to change the name to 'Pilot Travel Center'. I have no such entry in my rename list for either AIRCRAFT nor Pilot Travel.

Is there anywhere else I can look to try to understand where Quicken came up with this?

I've since manually corrected it.

I've also attached an 'image' of the transaction from Quicken. It might be too fuzzy above.

Thank you.

Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser, Windows Beta ✭✭✭✭✭

    There is a Preference setting that allows Quicken to enter a suggested Payee name when a Memorized Payee or Renaming Rule for the Payee does not exist.

    image.png

    Even if you already have a Memorized Payee or Renaming Rule set up for the Payee, if the downloaded Payee name was changed in any way by the financial institution Quicken might not associate it with that Memorized Payee or Renaming Rule and will then apply the Quicken suggested name.

    You can view the downloaded Payee name in the register by clicking on the Gear icon at the top right of the account register. Then click on Register Columns, check the box for Downloaded Payee and click on Done. This will add a column in the register so you can see what was actually imported into Quicken. If you have recurring purchases from this Payee you can sort the register so they are grouped together. Then you can see if there was an change to the downloaded Payee name.

    Quicken Classic Premier (US) Subscription: R65.15 on Windows 11 Home

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