Match eBill payments to the downloaded transactions when bank doesn't provide enough info [Edited]

jeff-y

Banks like Bank of America do not indicate any ID to differentiate different credit accounts from the same provider in a transaction description. As a result, the payee for the downloaded transaction is generic, like "Chase", and therefore cannot be matched to an eBill scheduled transaction, which requires a payee specific to the account. As a result, transactions are duplicated and projections are incorrect.

While the root cause might be due to Bank of America or Chase / Amex / Barclays giving limited transaction info, Quicken could implement a workaround, where there is an eBill scheduled transaction (with payee like "Chase 1234") with same amount and similar date to a downloaded account transaction (with payee like "Chase").

More details in this discussion:

https://community.quicken.com/discussion/7966048/payments-not-matching-to-the-downloaded-transactions-edited

[Edited - Enabled Link]