Zelle downloads from Bank of America

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pghalloran
pghalloran Member ✭
edited March 2023 in Download, Add/Update Accounts (Mac)
Looking for a way to get Bank of America downloads to show detail of Zelle transactions to more easily categorize

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  • Quicken Jared
    Quicken Jared Alumni ✭✭✭✭
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    pghalloran said:
    Looking for a way to get Bank of America downloads to show detail of Zelle transactions to more easily categorize
    Hello @pghalloran,    

    We are sorry for issues with transaction categorization. Thank you for looking to the Quicken Community for assistance. 

    First, we will need some additional information. Are you wanting a way of identifying transactions as they are being downloaded from the financial institution? Also, have you tried making use of Renaming Rules, per the information provided in this Help article?

    I look forward to your results. 

    Thank you,

    Quicken Jared 
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