Download actual payee name instead of "Paypal"

PRacen
PRacen Quicken Windows Subscription Member

Currently Paypal transactions are downloaded with Paypal as the payee. Instead, I suggest that the actual payee name be downloaded into the account associated with the transaction. If this is not possible, then I suggest that the name of the payee is shown in the memo line.

5
5 votes

Reviewed · Last Updated

More information is needed. Downloading from PayPal does display the correct Payee names.

Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @PRacen,

    Thank you for sharing your idea! Is this happening with PayPal or with PayPal Credit, MasterCard and Crypto? When I test downloading from PayPal, it does display the Payee names.

    Have you checked to see if you have renaming rules active? You can check your renaming rules by going to Tools>Renaming Rules.

    It's possible that you have an overly general rule that is changing the Payee name to PayPal.

    Thank you!

    Quicken Kristina

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  • adweathers
    adweathers Quicken Windows Subscription Member ✭✭
    edited December 2023

    @Quicken Kristina, I submitted a request on a related topic:

    My payee field for incoming transactions are truncated to 18 characters. (before any renaming) How did you get payee names with 28 characters? (assuming no renaming)