Payee names are STILL truncated or incorrect

SeattleGuy

Web version - I'm having a problem where the payee names are truncated. For example, a payee name like "Central Coop" shows up as just "Central". This usually causes the category to be incorrectly assigned. I'm seeing a lot of this.

I found the support discussion called "Payee names are truncated in ledger" which was filed in November 2024 and later closed. That discussion included a November 2024 post from @Coach Natalie that says "We have an Alert that you all can follow for updates:" It includes a "View Post" link, but when I click that link I get a "Permission Problem" error - "You don't have permission to do that."

Two Questions:

1. Supposedly the truncation issue was fixed months ago, but I'm still seeing the problem. Was it really fixed? Is there something I need to do to get the fix?
2. Why can't I view the post with the Alert? I'd like to be able to get updates on it.

Attached is a screen shot of Coach Natalie's post referring to the Alert.

Thanks,

-Ed

Coach Kristina

Hello @SeattleGuy,

Thank you for letting us know you're still seeing this issue. If you're seeing this happening only in the web version, then I recommend that you try logging out of Quicken Simplifi, then log back in. You may also want to double check to ensure that you don't have any category or transaction rules causing this problem.

Which web browser(s) are you encountering this issue in? Have you tried using incognito mode or using a different browser?

To answer your second question, resolved alerts get archived after a while. You saw the permissions error because the alert was archived, and no longer available to view.

I look forward to your response!

SeattleGuy

Hi @Coach Kristina

Thanks for your quick response!

• I log out of Simplifi every time I finish using it.
• I have double checked the Rules (under Settings) and can't find anything that would cause the problem. (See below for more details on the Rules.)
• I have not tried incognito mode or a different browser. I'll try those and let you know how it goes.

Here's an example of the problem. I buy groceries at Central Coop. It shows up on my Chase credit card statements as "Central Co-op"

In Simplifi I searched the Rules for "Central" and got this one hit:

1 of 236 Rules

If a transaction matches this: Original statement name contains central co op

Then make these changes: Update Category to Groceries

I don't see how that rule could be causing this problem as it does not rename the payee. But please let me know if I am misunderstanding the rule.

The Central Coop transactions get correctly set to category Groceries.

I'm using Chrome under Windows 11. Both are fully up to date. I'll let you know how incognito mode and another browser work out.

Thanks,

-Ed

Coach Natalie

@SeattleGuy, thanks for the reply!

Using the example provided, I'm not sure that what you're seeing is a bug. To clarify, the issue that the Alert was for was causing Payees to come in as "1" and "2", or "Debit Card Withdrawal", etc., where no description of the actual Payee was present. What you're describing sounds more like the "simplification" that Quicken Simplifi is designed to do, and is why users have created this Idea post:

https://community.simplifimoney.com/discussion/911/full-payee-descriptions-are-needed-edited

Do you have any additional examples to provide that align with the Payee being completely different than what it actually is? Also, I'm not sure why you would have or need 236 Transaction Rules for "Central" — have you looked into these Rules to see if any can be deleted or combined? Have you tried creating a Payee Rule for the example you provided to see if doing so helps automatically correct the Payee to your preference?

Here is our support article on creating and managing Transaction Rules, in case it helps: https://support.simplifi.quicken.com/en/articles/4792733-how-to-use-transaction-rules

Let us know!