Swapping Payee and Memo

Question

From my bank's QFX file, for only certain type of transactions the NAME and MEMO column are swapped. What is in the MEMO column should be in the NAME column and what's in the NAME column should be in the MEMO column. I would like that after the file has been uploaded into Quicken, I can select the transactions and then tell Quicken to swap payee and memo

Frankx · Answer

Hi @Geeky Daddy

Unfortunately, I know of no “automated” way to have those values switched by Quicken.  Theoretically you might be able to edit the QFX file prior to importing it into Quicken, but I expect that would take the same amount of effort as your use to manually edit the transactions after importing them.

Frankx