Issue setting up recurring direct deposit paycheck

PennyPinchin

The payee changes with every deposit. It includes the ADP transaction number which is different with every deposit. How can I get my paycheck to show up as recurring?

PennyPinchin

NM I figured it out. I creaed a rule.

SRC54

This sounds more like you are asking how you can get Simplifi to match your recurring paycheck since the payee name changes every time.

You can set it up as recurring anyway you like just using the payee name that you prefer. Just go to your last paycheck and left click and choose create new recurring.

As far as getting Simplifi to recognize the downloaded deposit as the recurring, you'll have to realize on any keywords that are the same each month, or perhaps if the amount and date are the same, Simplifi may recognize it that way.

If not, once it downloads, you can immediately match it manually to your recurring paycheck and Simplifi should then categorize it as you have set it up. You can make any necessary changes at that point.

Does this help?