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.
Wrong payee in download
Jun 11, 2010
2 Replies
I'd start by looking at the renaming rules in the banking section.
-- Jim
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
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