Issue setting up recurring direct deposit paycheck

PennyPinchin
PennyPinchin Member
edited June 10 in Bills and Income

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?

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  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    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?

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

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