Why does payee get changed to something illogical instead of just matching the statement?

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  • quick username
    quick username Member ✭✭

    Another example ↓
    Can we open a bug case yet?

    image.png

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @quick username, as previously mentioned, we'd want to show that this is a reoccurring problem for the same Payee instead of one-off situations. With that, if you've manually edited a certain Payee to correct the name and teach Quicken Simplifi, and that same Payee continues to be problematic, let us know. Otherwise, correcting the Payee should hopefully teach the program so you don't see the issue pop up again for that particular item.

    Thanks!

    -Coach Natalie

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    edited February 5

    This thread shows renaming problems for the same payee per @quick username. Both issues are for Capital One PYMT variations.

    Post dated January 18

    image.png

    Post dated Jan 28

    image.png

    Looks like a bug report is needed

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

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