How to get PayPal payee details instead of just "PayPal"

Cybergy
Cybergy Quicken Mac Other Member
in Registers & Transactions (Mac)

My Paypal transactions in my chequing account list the payee as "PayPal" - with no details. If I setup a link to my PayPal account (as either checking or Credit Card), I get the details I want but I also get a bunch of "other" transactions that are duplicates of the legitimate transactions. Quicken Classic 7.5.2 on Mac (Sonoma)

Answers

  • Cybergy
    Cybergy Quicken Mac Other Member

    Ok, sort of what I was asking - not quite (I worded the subject wrong, my bad). I can (and have) setup PayPal as an account in Quicken and it pulls down the details I want (that the bank chooses not to share I suppose). Maybe a tall order, but I would like to use these transactions for my expense tracking but PayPal seems to send duplicates of every transaction! See below. How can I filter out these erroneous items? They appea to server no purpose, but to skew my results.

    image.png

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited February 6

    Those aren’t duplicate transactions. The first transaction is Paypal paying a merchant, the second transaction is them charging your card (or drawing money from your bank account) for that amount.

    Since you’re tracking both accounts in Quicken that second transaction should be a transfer connected to the corresponding transaction in your bank or CC account Then the transfer would no longer show as an Expense leaving you with just the first Paypal transaction on your expense report.

  • Cybergy
    Cybergy Quicken Mac Other Member

    Ahhhh, that makes sense. Tying these accounts together is tricky…because I have several payment methods on PayPal - I actually don't know where it went without checking the corresponding account, manually. I'll have to think about how to handle this. First is to use one payment method on PayPal I think.

    Thank you!

Categories