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Quicken Community / Forums / Quicken Online--the Online Quicken product / Categorizing Transactions to see Trends /
How do I permanently change a Payee name? Every time I changed it, it just
Aug 18, 2009 07:09 am

[sheekgeek]
sheekgeek

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This post is about: Quicken Online
How do I permanently change a Payee name? Every time I changed it, it just reverts back to what it was before.
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[cmaddocks]

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This is a new post #4
of 5 		How do I permanently change a Payee name? Every time I changed it, it just
Sep 16, 2009 08:47 pm 
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Replying to: cmaddocks (Sep 16, 2009 9:07 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!

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  • valken98 (Oct 3, 2009 3:04 pm)



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    [valken98]

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    This is a new post #5
    of 5         		How do I permanently change a Payee name? Every time I changed it, it just
    Oct 03, 2009 02:04 pm 
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    This post is about: Quicken Online
    Replying to: cmaddocks (Sep 16, 2009 9:47 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.

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