downloaded transactions do not give the payee

oldbirch

When I download my transactions, directly into Quikcen, the payee just says "Interac e-transfer" and not the name. If I download it in Excel, it is downloaded as "INTERAC e-transfer to: ****. It appears that Quicken is not allowing enough characters to be imported into the ledger. Is there a fix for this?

Quicken Jasmine

Hello @oldbirch, 

Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this issue. 

First, I suggest creating a test file and adding the account(s) with which you are seeing the issue with the payee names to see if it produces the same error. It is recommended to save a backup before proceeding with troubleshooting steps in the event that you would like to return to your original starting position. Below are instructions on how to create a test file:

1. Choose File menu > New Quicken File.

1. Select New Quicken File.

1. Click OK.
2. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to tell it apart from your main file. 

Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.

1. Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the Create Account prompt. 

1. Select to not use Mobile.
2. Click Add Account to start adding accounts to the new file.

After adding accounts, see if you are experiencing the same problems in this test file. 

Please let me know how this goes, I look forward to hearing your response. 

NotACPA

@oldbirch In the particular account, please click the Gear icon that's above the right slider bar, click "Register Columns" and check "Downloaded Payee". 

What shows there for the particular transaction?  Because you're only describing 19 characters, and the field is considerably wider than that.

Also, have you tried grabbing the divider between the Payee column header and the column to its right and expanding the width of your display ... to see if there's more there?

Also, in a post from 2016, you  reported an issue with Q Canada.  Are you still running that product?

If so, I can ask a Moderator to move this thread to the Q Canada forum where you'll get responses that  are tailored for your specific product.

oldbirch

Yes, thank you, I am using Q Canada. Will the two replies above also be brought to the new forum?

NotACPA

@oldbirch "Will the two ...", Yes, they were.

UKR

Depending on what the bank transmits in each transaction, there should be 2 fields: Downloaded Payee and Downloaded Memo. Quicken uses a combination (concatenation) of both fields to determine the Payee Name ... but only if the bank provides that information.

The first thing I would is to check if there's a Renaming Rule in existence which creates Payee = "Interac e-transfer". Delete that rule.
Manually review downloaded transactions before you accept them into the register. Make changes to the payee name as necessary to create a meaningful payee name. Quicken should remember that for future transactions of the same type and create better new transactions.
If you make transfers between accounts, including credit card payments, for best results you should manually record transfer transactions before you download new bank transactions. That ensures a correct transfer transaction already exists in your registers, with proper payee names of your choosing. Quicken will be able to match downloaded transactions to these existing transfers and not create any problems.