Payees not pulling over into Quicken from Citi Bank

RF1972
RF1972 Quicken Mac Subscription Member
edited July 2022 in Registers & Transactions (Mac)
In late May the Payee description stopped pulling over from my Citi Business account. They are all generic.

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod
    Hello @RF1972,

    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 your Citi Business account to see if the same error occurs with the Payee description not appearing. You can create a test file by navigating to File > New > Start from Scratch. Please keep in mind that 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. 

    Let me know how it goes!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

This discussion has been closed.

Categories