How to add Zelle account to Quicken

NadoBungalow
NadoBungalow Member ✭
edited May 2022 in Download, Add/Update Accounts (Mac)
Venmo no longer downloads to Quicken so I'm using Zelle, any idea how to add it. Not showing up with my other Wells Accounts

Answers

  • BK
    BK Member ✭✭✭✭
    edited April 2022
    NadoBungalow said:
    Venmo no longer downloads to Quicken ...
    Venmo does work with Quicken but sporadically.  I can get it to download very late night when the systems are less busy with 50%+ success rate.  Yes, that is very frustrating!
    ... so I'm using Zelle, any idea how to add it. Not showing up with my other Wells Accounts
    Zelle is a service of your bank and tied to either a bank account or a debit card/Visa/MC.  So when you download your bank transactions to Quicken, every Zelle-specific transaction will download as well and identified as such.  Example: When I download my bank transactions into Quicken, one of them shows as follows:
    Zelle Payment Conf# 1234567; Smith, John  $-100.00


    - QWin Deluxe user since 2010, US subscription on Win11
    - I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr
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