New to Quicken - question about imported transactions

ANH33
ANH33 Quicken Windows Subscription Member
edited September 2024 in Registers & Transactions (Windows)

Most of my imported transactions show a payee of "Terminal". I can change these but I need to go to my bank website and look at it to know who the Payee is. Is this how it is supposed to be or do I have to adjust a setting for the Payee to show up.

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If that's what your bank is sending, Q can do nothing about it.

    Your best bet is to input the transactions manually, before they download, so that you'll get the info you want.

    You MIGHT, however, inadvertently have a Renaming Rule that's changing these to Terminal … so explore that.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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