Simplifi shows every payee as Debit Card Withdrawal with Publix Credit Union

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System
System Administrator admin
edited December 2023 in Adding and Updating Accounts

This discussion was created from comments split from:

Simplifi needs to import both the NAME and MEMO and combine them into Payee for my Credit Union.

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  • GhostCypher
    GhostCypher Member
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    I have this same this with Publix Credit Union. Simplifi shows every payee as Debit Card Withdrawal. The Memo field is completely missed. So according to Simplifi, I just use the ATM all the time. It makes it impossible to track spending.

    This needs to be fixed. Offer an account mapping option so we can match Payee to the correct field coming from the Credit Union.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
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    @GhostCypher, thanks for posting to the Community regarding this issue!

    Can you provide a screenshot of the Transaction Detail window for a couple of example transactions that this issue is occurring with so we can get a clearer picture of what's going on, please? We particularly need to see the Payee field and the "Appears on your statement as…" info.

    We look forward to your response!

    -Coach Natalie

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