Quicken downloading Zelle payments from my Credit Union as Deposits

rcats63
rcats63 Quicken Windows Subscription Member
edited December 2022 in Download, Add/Update Accounts (Windows)
My Credit Union (Unify Financial) made Zelle available recently. When I send someone money (Payment) it downloads into Quicken as me receiving money (Deposit). Is there a way to fix this? Has anyone seen this issue? Is it Quicken or my Credit Union?

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 2022
    It looks to me like a CU issue.   But you can check this by clicking HELP, Contact Support, Log Files, OFX Log. This is what was sent from the website to your PC.
    Click :"Save As" and place a copy on your desktop.  Open the copy with NotePad or WordPad (NOT MS Word) and do a search for the dollar amount.
    It should have the label "<TRNAMT>. 3 lines before this entry will be the "<TRNTYPE>", which should NOT be DEP.
    What is it actually?
    Also, when you do TOOLS, Account List ... what shows in the "Transaction Download" column for this account?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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