Payee not being displayed correctly

abaily72

I am having an issue where the information in the payee field is being incorrectly displayed. This is due to the way the bank formats the payee field within the transaction download. How do I fix this?

What I see in the Payee Field —>#

What the bank field looks like (I've changed all information) —>

#···00000

Retailer USA 987-1234567 ST

%% Card 01 #1234

How do I pull the correct payee's name from the information being downloaded? Is there any way to fix this within the program?

Quicken Jasmine

Hello @abaily72,

Were the payee names downloading correctly before? If so, when did this issue begin to occur? After a recent update? Which financial institution are you experiencing this issue with?

Let me know!

abaily72

Unfortunately, no it has never downloaded correctly. Financial institution is Space Age Credit Union.

Quicken Jasmine

Hello @abaily72,

I do apologize for my delayed response.

In order to test this issue to determine if this is occurring due to Space Age Credit Union or Quicken, I invite you to create a test account. You can follow the instructions below to do so. It is recommended to save a backup before proceeding (just in case).

Deactivate:

1. Select the Tools menu and select Account List. 
2. In the Account List, select the account you want to deactivate, and then click Edit. 
3. In the Account Details window, click the Online Services tab.

4. Click Deactivate next to the service you want to disable.

5. Click Yes to the message confirming if you want to disable this service. 

Reactivate:

1. At the top of the Account Bar, click the + (plus sign) button.
2. Enter the name of the financial institution you'd like to set up.
3. Enter your credentials. Quicken will connect with your financial institution to set up the account.
4. Under Action, choose "Add to Quicken", not "Link to Existing"

Let me know how it goes!