Ally Bank transfer transactions will be labeled with the Payee as another vendor (edited)

E.W.

I've noticed some of my Ally Bank transfers transactions will be labeled with the Payee as another vendor. For Example: instead of Ally Bank in the Payee field it will show up as my daycare which makes it look like I am sending extra pay to them

Coach Jon

Hello @E.W.,

Thanks for reaching out! For this, I suggest creating a transaction rule for the payee in question, so that when the transaction is downloaded, it displays how you want it to appear within Quicken Simplifi. This support article explains how to set up transaction rules: https://support.simplifi.quicken.com/en/articles/4792733-how-to-use-transaction-rules#h_22b9a65773

I hope this information helps!

-Coach Jon

E.W.

Thank you, Jon.

If I don't have any rules set up currently , should it be renaming my payee category at all?

I worry I will then be playing "whack a mole" on the payee category.

E.W.

I have since set up a few rules - neat functionality :)

Coach Jon

Hello @E.W.,

Thanks for the update. I am glad to hear the transaction rules I mentioned are working for you. Let us know if you have any further questions.

-Coach Jon