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Quicken Check Pay Fees as they appear on my checking account statement

stephenmason02

I use Quicken check pay because I like to control in one place the way I pay all my bills and by connecting to them directly through Quicken Classic. Even though check pay is a sluggish way to pay my bills I find it works well if I pay well in advance of due dates.

I have a complaint about the way fees for check pay appear in my connected checking account. (See attached.) If Quicken check pay fees show up as a generic Paypal transfer with no actual payee, how am I supposed to know what the charge is and what it is for??! I receive no other notification for the charge except for a brief message in Quicken when I exceed my allotment of checks for the month. I recently canceled my Paypal account, my checking account, changed all my passwords, etc. in an effort to figure out where these $3 charges were coming from.

It's bad bookkeeping/accounting to omit proper payee information for any transaction, so I don't understand how a personal financial management software could be so lax. Please, please, please address this issue going forward.

Screenshot 2024-05-30 194446.png

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Comments

UKR

Only somebody from Quicken might be able to shed some light on it. A phone call to Quicken Support, to have someone review your transaction download log files would be advisable.

But before you do that … is it possible that a Renaming Rule, defined for some other purpose, mistakenly picks up and renames these Check Pay Fee transactions? If so, change or delete the Renaming Rule.

stephenmason02

No. The bank statement and online register (not the Quicken register) for the checking account is what shows the generic "Paypal Transfer" transaction. It does cross to my Quicken register for the account as the same generic payee. There is no renaming rule associated with that payee in Quicken.

stephenmason02

UKR, you are missing the point. There is no way to determine the source of the charge because there is no payee information for the transaction as initiated by Quicken Check pay. I did finally narrow down the source based on a call to Quicken support, but I should not have had to do that. It caused me a lot of grief as I alluded to in my original comment.

Quicken Kristina

Hello @stephenmason02,

Thank you for coming to the Community to let us know about this issue. So that I can forward this issue to the proper channels to be further investigated, please provide additional information. Based on your description of the issue, it sounds like you have add-on payments enabled (see this help article and this FAQ for more information), and the charges aren't reflecting who the payment is going to on your bank statement (and that same lack of information downloads into your Quicken). Is the screenshot you included how it appears on the financial institution's website? How does it appear in your PayPal account? Have these charges always appeared this way, or is the lack of payee information a recent change?

I look forward to your response!

stephenmason02

I do have add-on payments enabled. The reason I did not recognize the charge is because I do not have a Paypal account. The charge from Bill Manager is apparently via a pass-through Paypal account owned by Quicken (I'm guessing). But there is no payee information either on the bank statement (the screenprint I forwarded) nor is there any payee information anywhere else.

stephenmason02

As far as I can tell these charges showed up when I turned on add-on payments. I don't recall seeing them prior to that.

Quicken Kristina

Thank you for your replies,

I forwarded this issue to the proper channels for further investigation.

Thank you!

(CTP-10294)