Payee not displayed

Ristin
Ristin Quicken Windows Subscription Member ✭✭
edited November 17 in Errors and Troubleshooting (Windows)

I suspect this may be a bank-side issue, but thought I'd reach out. I have multiple accounts with Numerica Credit Union. After the bank went through a major update of their software a year or so ago, I no longer receive Payee information in the register, I only get the dollar amount. If I turn off "Don't update memo," the payee info will show up in the memo section.

However, occasionally, I have connection issues with Numerica and have to deactivate/reactivate online banking. Sometimes after reactivating, the payee info will download properly for a few days, but then I'll receive an error message complaining that the connection to Numerica didn't set up properly, and I'm prompted to deactivate/reactivate the connection. When I do this, the payee info stops populating the payee column and shows up in the memo section.

None of my other banking institutions have this issue.

Thanks

Quicken user since 1996

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Comments

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @Ristin,

    Thank you for sharing your experience.

    Definitely curious that these Payees download sometimes and not others. I think it would be best for you to wait for more of these transactions without Payees to download. Then go to Help>Report a problem>Send to Quicken from within your software. That will allow you to send over log files. Once you have done that, please contact Quicken Support directly so they can check to see how the information is being sent to Quicken.

    Thank you!

    Quicken Alyssa

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  • Ristin
    Ristin Quicken Windows Subscription Member ✭✭
    edited November 19

    Tried the above suggestion and it is a bank side issue. Nothing I can do about it.

    Thanks!

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If I turn off "Don't update memo," the payee info will show up in the memo section.

    Together with Renaming Rules (which work on both Payee Name and Memo), you should be able to build a new register transaction with a proper Payee Name.

    Whoever is in charge of creating downloadable transactions, the bank or Quicken and Intuit as the download service provider … somebody really should build downloadable transactions with the Payee Name in the Payee Name field.
    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 report this as an Online Banking issue. 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 require escalation to higher up support levels

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