1. Home
  2. Quicken Personal Finance
  3. Wrong payee in download

Wrong payee in download

Using QH&B2010R9 (W7x64) I occassionally get the wrong payee in the download from the financial institution. (Latest case was Chase VISA, but it is not only that account.) It has the correct date and amount. It seems always to be a vendor I have done business with before, but a different vendor (that I have done business with before) gets substituted for the name. On the financial institution website it is correct;so it is some substitution Q is making somewhere. There are probably ones I don't catch.

Reply to
vodil
Loading thread data ...

I'd start by looking at the renaming rules in the banking section.

-- Jim

Reply to
Jim H

Quicken tends to match primarily based on amount. As a result, it's very easy to Accept a transaction when Quicken has found a transaction with the same amount. It will then nicely build you a renaming rule that converts downloaded subsequent transactions from one vendor into ones for another.

You'll want to find the rule and delete the wrong vendor name.

Mike

Reply to
Mike Blake-Knox

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.