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Quicken Community / Forums / Quicken Online--the Online Quicken product / Categorizing Transactions to see Trends /
How to instruct Quicken to acquire more detailed transaction information?
Sep 15, 2009 06:45 am

[DeanB]
DeanB

Total posts: 2
This post is about: Quicken Online
My financial instituation splits transaction details into multiple columns. When uploaded to Quicken, we only get a transaction description like "DBT PURCHASE ON 09/13 @ 21:21" instead of the more detailed description. How do we instruct Quicken to acquire more detailed information from additional columns from each record?
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[parkerdg]
Florida
Total posts: 3
Voted helpful: 1
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Oct 08, 2009 04:59 pm 
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This post is about: Quicken Online
I am experiencing a similar issue with my checking account. The Payee Name is listed as either WITHDRAW or DEPOSIT on all transactions so Quicken cannot categorize. This is consistent with my bank website's report, but my bank's website includes a description. Can Quicken pull in the description?

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[DeanB]

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Oct 10, 2009 08:31 am 
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This post is about: Quicken Online
I have not received any feedback from the community or Quicken directly, but I beleive this must be common for a lot of people to want more information from other columns in the record sets.

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  • jdishong (Oct 22, 2009 9:16 pm)



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    [jdishong]
    Texas
    Total posts: 5
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    of 3         		How to instruct Quicken to acquire more detailed transaction information?
    Oct 22, 2009 09:16 pm 
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    This post is about: Quicken Online
    Replying to: DeanB (Oct 10, 2009 8:31 am)
    .. such a basic necessity... and being that Quicken has been developing financial budgeting software for this long it's hard to beleive this is missing.

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