Credit Union transactions downloading as "POS/Check Card Withdrawal"
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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I have the same issue. My credit union has two fields: Description and Memo. For my bank, every use of my card results in Description = "POS/Check Card Withdrawal" and Memo = name of vendor. For example, Description = "POS/Check Card Withdrawal" and Memo = "CHIPOTLE ONLINE CHIPOTLE.COM CAUS." However, Simplifi only imports the Description field and changes the many card transactions to the same payee: "POS / Amazon." This makes it impossible to track spending, subscriptions, etc. in any meaningful way as the vast majority of my transactions appear to be for "POS / Amazon." Simplifi cannot identify recurring transactions to vendors using my bank card information and cannot correctly classify transactions. This makes Simplifi useless to me, unfortunately.
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@Gray Moose, thanks for reaching out!
It sounds like you're experiencing an issue that we've seen pop up with credit union accounts/transactions. To be sure, though, please provide the following info:
- The type of account the issue is occurring with.
- Are only certain types of transactions downloading this way (i.e. only transactions where a debit card or bill pay was used)?
- 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)?
- How does the "Appears on your statement as…" info read for the transactions in question (this can be found in the Transaction Detail view).
We look forward to your reply!
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