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Personal Finance (Not Investing) • Quicken 2019 and forward

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My Fidelity auto transactions (ACH debits initiated by the vendor) are showing with the payee as "Debit Direct Com". This one happened to be Comcast. All you see in the register is Direct. Is anyone with Fidelity seeing this? Or do I need to change a setting. I really am not thrilled with this as any reporting by payee will not be correct.
There is a way to get Quicken to automatically change the payee name when a transaction arrives. I forget how. Perhaps someone will chip in with instructions. There is another, related, thing you can do. The register shows several columns (Date, Payee, Memo, Category, etc.). You can add a column by left-clicking on the little icon at the far right end of the header row of column names. An interesting column is the "Downloaded Payee" column. I don't leave this on but occasionally look at it.
Thanks for the response. The downloaded payee shows as the same thing. I know there are renaming rules, but there isn't much to go on when "com" is "Comcast". The seem to only have 4 or 5 letters left for the actual payee after all the spaces they include.

Edit to add: The Memo does contain more of the name. For example: "DEPOSIT COMCAST-XFINCABLE SVCS". However, the renaming rules doesn't let you use that field from what I can see.

Statistics: Posted by michaeljc70 — Fri Sep 05, 2025 10:45 am — Replies 1178 — Views 153970



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