Import More Info from Payee
C
Carrie Ann
The payee info imported from my credit card is abbreviated too much. I'd like more info to be imported -- especially from Costco so that I can tell the difference between my fuel shopping purchases, which are often similar amounts on the same day. Right now, I have to log into my credit card every time I go to Costco so I can see the full payee "Costco Gas" vs. "Costco Warehouse" in order to mark the correct category in Lunch Money.
With other purchases, sometimes the payee is abbreviated so much that I can't tell what it is at all, yet I immediately see it after logging into my credit card. I'd rather see the full payee info imported so that I never have to log into my credit card for more info. Having lengthy payees doesn't bother me.
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J
Jose Simon
There is a setting to replace it with the Original Payee information from Plaid.
C
Carrie Ann
Jose Simon Great! Can you help me figure out how to change that setting? Thanks!
J
Jose Simon
Carrie Ann Go to Setup > Accounts. Within the Account settings you should see this option (attached screenshot).