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Change to Memorized Payee Options

Bione

This feature is almost perfect, except that Truist does not and will not put the check number in that specific column. Payee will show "Check #1030" in the Payee column. I am not sure if other institutions have done this also. This makes using the upgraded memorized payee feature hard to use for recurring same-amount transactions. A workaround for this would be adding the "Contains" option to the Payee Name. This could work as follows:

Payee Name contains "Check"

Set Amount to ex. $125

Set Account Rule to Truist Checking

Set Category to ex. Housekeeping

Do not rename.

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Comments

Jim_Harman

It is common for the downloaded Payee for checks to be "Check nnnn."

If this is an Express Web Connect or EWC+ account, I would think that Quicken Inc/Intuit control the data that is sent to Quicken and thus if the check number is blank and the downloaded Payee begins with "Check" followed by a number, they could populate the Check # field.

Bione

I asked the question about the check number field not being populated and put in the payee column back in a July discussion. This was the general conclusion from there.

I followed up with Quicken Support and was told that this was a Truist issue. I did call Truist Digital Support and got an agent that was a Quicken user. He told me he would put in a ticket, but this is how they were doing it and would probably not change.

I found that this changed with Truist back in November 2021. Probably with the BB&T merger.

I have seen another report such as this, but they did not give the institution. Since my original post the Memorized Payee feature was enhanced with additional options. This would enhance this more and resolve at least my issue.

UKR

Are you writing paper checks or are you using Truist's Bank Bill Pay system to print and mail paper checks for you?

Manually recording these paper checks when you write them (or let Quicken on your PC print a check for you) would give you correctly named and numbered transactions, e.g.

12/1/25  3456   Squeaky Clean House Cleaners   Housekeeping   125.00

When the check clears the bank a few days later and you download transactions from the bank, Quicken will match the downloaded transaction "Check 3456" with the one already in your register. No Renaming Rules needed.

Bione

I agree with the manual pre-entry but was trying to make this more automatic. I do write an equal number of manual checks and to save postage let Truist mail the balance.

BobS2

PNC does something similar and because I don't write many checks I have never given this subject much thought. Changing the behavior of any bank is a bigger challenge than I care to waste time on. I added an up vote, but don't feel hopeful that Q can take any action to resolve this bank behavior. 🙂

Quicken Kristina

Hello All,

This Idea seems to have stalled, and we would like to gauge the current interest in this request.

Thank you!

Bione

If other banks are doing this, some option to compensate is needed.

UKR

On a monthly paper statement from Truist and/or on their website, is there a Check Number column and does it show the actual check number?

If there isn't, Intuit may not have code in place while screen scraping the transaction data. Thus, the Check# field in downloaded transactions is blank.

Suggested solution #1: Truist to update their website and statements so that the Check Number field is populated. This can then be picked up by Intuit without changes to screen scraping code.

Suggested solution #2: Intuit updates their screen scraping code for Truist to test for Payee Names beginning with "Check" followed by a number. When found, the number is copied into the Check# field.

Bione

I cannot find the older post where I brought this up. This occurred when Suntrust merged with BB&T. In that post I recall at least one other institution this was occurring at. Yes, I think it could be scraped. This is how it appears in the register for almost 5 years.

UKR

If you haven't done so already, I'd say it's time to contact Quicken Support on the phone during posted hours of operation and request
help. Let them do a screen share session with you to review the situation on your computer, to determine the nature of the problem and to figure out how to fix it. This may have to be escalated to higher support levels.

Chris_QPW

No one has asked what is the connection type?

For Express Web Connect, Intuit may or may not be "screen scraping" the website and therefore their code may or may not pick up the check number correctly. But for all other connection types, it is entirely up to the financial institution. The data isn't "free form"; there are fields for everything, including the check number. If the financial institution chooses not to fill in that field, that is on them.

As for the rest.

My suggestion would be to use a renaming rule to change the payee's name to Check.

Use a memorized payee for Check with the other parameters that you want to filter it by. You can have more than one "Check" memorized payee with different account and amount filtering.

As for "no renaming", well, just turn on the Downloaded Payee column to see the original payee's name. Or if you are just spot checking, you can right-click on the payee's name, and it will show you what the original name ise:

And of course, you could also do the try and true of entering the check information in a transaction beforehand and then match it.

I really doubt this idea will get enough votes even be considered let alone implemented, so you might take that into consideration. I also wonder about "conflicts" with the renaming rule system.

Quicken Levetta

Hello all,

Here is the article on how to do the renaming rules that were suggested by @Chris_QPW

https://www.quicken.com/support/how-create-and-edit-renaming-rules-quicken-windows/?srsltid=AfmBOoox2RIe4q-LLIwIBZ0UiqwXSYaAIfyr7dmN2hoHWXsgjBFXpuCP

Due to the nature of this issue, it is recommended that you contact Quicken Support directly for further assistance, as they can walk you through troubleshooting steps in real-time and escalate the situation as needed. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday. I apologize that I could not be of more assistance!

Thank you.

Quicken Levetta

Hello @Bione,

Just checking in, as we haven't heard back from you in a while. Do you still need assistance?

Thank you!

Quicken Levetta

Hello again,

Checking in once more before this thread is closed. Let us know if you still need assistance.

Thank you!