Getting Specific Payee Venmo

Stevid1
Stevid1 Quicken Windows Subscription Member

I have multiple Venmo payees. When I look at my list of transactions on my bank website I notice that Venmo payments do show a Venmo Payee account number that is specific to that payee. This detail is not showing up in Venmo on transaction downloads. When Venmo downloads to Quicken it only shows 'Venmo' and no other detail. I need to put my Venmo payments into categories that I have set up in Reports but with no detail all I get is Venmo and I have to manually track enter each transaction tothe specific category it belongs on. Help please. Steve

Answers

  • RickO
    RickO Quicken Mac Subscription SuperUser, Mac Beta Beta

    Select one of the Venmo transactions and click menu View > Show Inspector. Take a look at the Statement Payee field. This will tell you what is coming in from the bank. If this contains the Venmo Payee account number, then you can go to Window > Payees & Rules > Renaming Rules and set up a renaming rule for each one that assigns the desired payee name based on the vendor number in the Statement Payee field.

    If the Statement Payee doesn't have the vendor number, then I'm afraid you're out of luck because the information is not getting sent to Quicken.

    Quicken Mac Subscription; Quicken Mac user since the early 90s