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

E.W.
E.W. Member ✭
edited October 31 in Adding and Updating Accounts

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

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  • Coach Jon
    Coach Jon Moderator admin

    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.
    E.W. Member ✭

    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.

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  • E.W.
    E.W. Member ✭

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

  • Coach Jon
    Coach Jon Moderator admin

    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

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