All transactions with credit union display as “Withdrawal Visa Check Card”

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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  • Mangle
    Mangle Member
    edited November 2023

    I have the exact same issue on the Simplifi app with check card transactions from my credit union.

    They’re mostly categorized correctly, so the info must be there, but all transactions only display as “Withdrawal Visa Check Card,” which makes it impossible to know who the actual payee was.

    Here’s an example:

    img-1977 copy.png

    [edited image to reduce size]

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Mangle, thanks for posting!

    To get a clearer picture of what's going on, please provide the following information:

    1. The name of the credit union.
    2. The type of account the issue is occurring with.
    3. Are only certain types of transactions downloading this way (i.e. only transactions where a debit card was used)?
    4. Is the issue unique to a specific bank/account (i.e. do you have other banks in Quicken Simplifi that don't have this problem/do you have other accounts with this bank in Quicken Simplifi that don't have this problem)?
    5. How does the "Appears on your statement as…" info read for the transactions in question?

    Please let us know so we can best assist!

    -Coach Natalie

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