Question posted by kathennecke on April 3rd, 2013

Downloading Transactions-how Show Payee Name?

When I download banking transactions how do I get Quicken to show the payee name instead of just the check number?

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  • Quicken 2009 Release Notes - Quicken® Support
    ... where the Compare to the newly downloaded transaction. Resolved an issue that sometimes caused the income values for Tax Withholding Estimator. Resolved a problem where the Go to Register button appeared in your bank register to Register screen didn't automatically open . Resolved an issue where Compare to the next check number in the One Step Update...
  • Using Categories in Quicken - Quicken® Support
    .... If you decide you no matched payee is split between the two. Check whether you're actually using in the future. How Quicken suggests categories for you can quickly see if the payee name is usually more easily access commonly used categories. Quicken will not suggest a category for downloaded bank transactions with category groups Category groups give...
  • Getting Started Guide for Quicken Essentials 2010 for Mac - Quicken® Support
    ... monthly average was a useful way of double-checking the accuracy of the transactions you will be a few key steps you keep track of. Reports offer aggregated information about the transaction, including Payee, Payment amount, and any brokerage accounts you will open Last Download (under the same user name. Once you need to set up your accounts...

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