When I download my Chevy Chase transactions and if there are checks that have cleared the are received with the check number in the Payee field. This is what be entered into the register. This is not very helpful to have a register with no payees names just the check number. In order to find out who the payee is I have to go to the bank web site and look at the check. Seems like a lot of work when in the past all I did was enter it manually into the register when I wrote the check Any ideas on how to simplify the process?
Downloaded Bank transactions
Sep 12, 2006
4 Replies
- Write the check
- Enter it in Quicken with correct payee and amount
- Download your bank transactions
- When they match click on accept transaction (the payee you typed in won't change)
Question: Are you saying you never record (either on paper or quicken) who you write checks to. You just go online and look at the image to figure out who you wrote the check to?
I know of no bank on the planet that would download who the payee is. To do so would require the worlds most sophisticated hand writing recognition program.
SunTrust does the same thing....ch # only. I just have to cross reference the number to the payee by hand.
I never enter a check manually in Quicken. When I'm ready to reconcile my statement, I download the checks and need to fill in only
--> the payee field and date the check was written Don,
Join the Discussion
Have something to add? Share your thoughts — no account required.
Didn't find your answer?
Ask the community — no account required