Can Q automatically separate Venmo downloads into business and personal accounts?

SLFU
SLFU Quicken Windows Subscription Member

The Venmo app manages both my personal account and a business account through one interface. The transactions and balances stay separate of course. That's all very convenient.

But when I download to Quicken, it dumps everything into a single account.

Is there a way to have Quicken put personal account transactions into "Venmo - Personal" (for example) and business account transactions into "Venmo - Business"?

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    No, If Venmo doesn't present this is two different accounts, there isn't anything in Quicken that will push a given set of transactions to another account. If there is something different about the payee names you can categorize them differently, but that is about the best you can do.

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