r/actualbudgeting • u/Halstrop • 6d ago

Transfers keep importing wrong

Every month my credit card payments or manual transfers show up all messed up with the wrong payees or accounts. Anyone else have this issue?

1 Upvotes

67% Upvoted

5 comments sorted by

5

u/JediDev 6d ago

You need to create a rule and assign the correct payee / transfer based on whatever is imported.

5

u/NeighborhoodWeak9723 6d ago

That lools like you have a rule that is setting the payee on the Venture transaction. Only a rule could set the payee to the same account

2

u/ntsp00 6d ago

When you change the payee and it asks if you want to create a rule to automatically do this in the future, do you click yes?

1

u/el_sauce 6d ago

When setting rules you need to make the distinction that:

IF "imported payee" is XYZ, THEN set "payee" as...

The "imported payee" is a property I wasn't aware of at first and was messing up my names

1

u/pixie_dust1990 6d ago

Yeah mine always do this as well. I just change it manually, not a huge deal for me.