Say I have a charge account with "Bank xyz" and sent payments through billpay with the online payee of "Bank of XYZ". Now Bank of XYZ changes its name to Bank of ABC. I can reset the online setup just fine with the correct parameters. However, Quicken doesn't allow me to change the Online Payee name to "Bank of ABC". So checks go out paid to "Bank of XYZ"... If I start using a different payee, I lose the continuity/history of this particular payee (they really are the same entity). Does anyone know a way to get around this?
FI change reflected in online payee name
Mar 02, 2013
1 Replies
No way to get around it, that I know of. You'll need to use some other common element for those transactions to keep them together; either the Category or if they cross-post to another account (e.g. credit card) keep that account the same.
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