Wells Fargo download missing memo field

Question

OS: Running Windows 10

quicken classic deluxe Version R56.9 build 27.1.56.9

BANK: Wells Fargo

USING:  "express web connect"

Since Wells Fargo did the migration I haven't been getting the memo field. The quicken support staff suggested using the "Downloaded Payee" field to see memo information. This gave a truncated memo text. Last month Wells Fargo change the text for this payee field, now there is no memo text at all.

I can't believe I'm the only person that uses the MEMO field to identify transactions.

Has anyone found a work around for getting the memo field?

nanjaneb1 · Answer

thank you to everyone for your suggstions.

I think I'm stuck with a change that wells fargo has made in how info is being transferred and Quicken hasn't been able or unwilling to make the software changes needed to accommodate the changes.

When I manually download transactions from wells fargo into and xcel spreadsheet the "payee field" contains transaction info plus the entire memo text. So the info is there but quicken download/translation of data doesn't pick it up.

UKR · Answer

In Edit Account Details / Online Services Tab for the WF account, there's a checkbox "Don't update Memo when downloading". If this box is checked, uncheck it and see if there's an impact on freshly downloaded transactions.

Other than that …

If a bank changes their website, they need to coordinate this change with Intuit as the download service provider, preferably BEFORE they implement the change.

[Deleted User] · Answer

@nanjaneb1  - if they said to use the download payee field to see the memo field, that is incorrect.  There is a "Downloaded Memo" register column available to use as @NotACPA mentioned.  That would be my only suggestion as well.

Also, just for reference and fyi,  I am using Direct Connect for all my Wells Fargo accounts, and the memo field is downloading just fine.