Hi,

Does this happen with every payee you try to change?

If not, can you tell us if there is something in common about the types of payees you can't change?

Also, can you give an example of the original payee name and what you tried to change it to?

It would also be helpful to know the name of the financial institution if you're experiencing this problem just with one account.

Thanks,
Kate
Quicken Online Writer

Replies to this message

rpicerno (Sep 6, 2009 8:09 pm)

Same is happening to me. Payee shows up in Quickin as this:

DBT PURCHASE ON 09/01 @ 00:00.

ValleyNationalBank site has it listed like this:

DBT PURCHASE ON 09/01 @ 00:00 / PETCO 1864 63518641 VERONA NJ CARD NBR: -6191

DBT PURCHASE ON 09/01 @ 00:00 / SHOPRITE OF WEST C WEST CALDWELL NJ CARD NBR: -6191

DBT PURCHASE ON 08/29 @ 00:00 / BABIES R US #6539 TOTOWA NJ CARD NBR: -6191

I can't change any of them. They always revert back to the original name.

Any help would be greatly appreciated.

Thanks,
Rich

I am experiencing the same problem, with Coast Capital Savings. I think I can give you steps to reproduce:

Broken:
- Bring up the account register.
- Find a row that has not been previously edited since the automatic transaction refresh from the bank.
- Change the payee name but NOT the category from what Quicken auto-guessed.
- Reload the page in the browser (F5). Change was NOT saved successfully.

Works fine:
- Bring up the account register.
- Find a row that has not been previously edited since the automatic transaction refresh from the bank.
- Change the payee name AND the category from what Quicken auto-guessed.
- Reload the page in the browser (F5). Change WAS saved successfully.



Note that to reproduce, it seems to need to be a record that has not previously been edited since auto-importing from the bank site.

I am using Safari 4.0.3.

Replies to this message

cmaddocks (Sep 16, 2009 8:47 pm)

I did some more testing and found that the only way the Payee name would actually catch is if I also change the category AND press the enter key (on my keyboard). If I just rely on the mouse click, the changes do not save.

Hope this helps!

Replies to this message

valken98 (Oct 3, 2009 2:04 pm)

I am also experiencing the same issue. However, mine is with Payee's in my HSBC accounts. I was able to update a couple of the payee's but most of them keep reverting back to PURCHASE MADE ON ___________ generic message. This is very very annoying. I am unable to accurately categorize and track my spending.