diff --git a/app/models/lunchflow_account.rb b/app/models/lunchflow_account.rb
index 01087450d..d79daff70 100644
--- a/app/models/lunchflow_account.rb
+++ b/app/models/lunchflow_account.rb
@@ -21,10 +21,17 @@ class LunchflowAccount < ApplicationRecord
 
     # Map Lunchflow field names to our field names
     # Lunchflow API returns: { id, name, institution_name, institution_logo, provider, currency, status }
+    # Build display name: "Institution Name - Account Name" if institution is present
+    display_name = if snapshot[:institution_name].present?
+      "#{snapshot[:institution_name]} - #{snapshot[:name]}"
+    else
+      snapshot[:name]
+    end
+
     update!(
       current_balance: nil, # Balance not provided by accounts endpoint
       currency: parse_currency(snapshot[:currency]) || "USD",
-      name: snapshot[:name],
+      name: display_name,
       account_id: snapshot[:id].to_s,
       account_status: snapshot[:status],
       provider: snapshot[:provider],
diff --git a/app/models/lunchflow_entry/processor.rb b/app/models/lunchflow_entry/processor.rb
index 11a7801dd..978528f28 100644
--- a/app/models/lunchflow_entry/processor.rb
+++ b/app/models/lunchflow_entry/processor.rb
@@ -25,7 +25,8 @@ class LunchflowEntry::Processor
         date: date,
         name: name,
         source: "lunchflow",
-        merchant: merchant
+        merchant: merchant,
+        notes: notes
       )
     rescue ArgumentError => e
       # Re-raise validation errors (missing required fields, invalid data)
@@ -65,20 +66,11 @@ class LunchflowEntry::Processor
     end
 
     def name
-      # Use Lunchflow's merchant and description to create informative transaction names
-      merchant_name = data[:merchant]
-      description = data[:description]
+      data[:merchant].presence || "Unknown transaction"
+    end
 
-      # Combine merchant + description when both are present and different
-      if merchant_name.present? && description.present? && merchant_name != description
-        "#{merchant_name} - #{description}"
-      elsif merchant_name.present?
-        merchant_name
-      elsif description.present?
-        description
-      else
-        "Unknown transaction"
-      end
+    def notes
+      data[:description].presence
     end
 
     def merchant
diff --git a/app/views/lunchflow_items/setup_accounts.html.erb b/app/views/lunchflow_items/setup_accounts.html.erb
index 63886fbe2..551292c7e 100644
--- a/app/views/lunchflow_items/setup_accounts.html.erb
+++ b/app/views/lunchflow_items/setup_accounts.html.erb
@@ -56,13 +56,7 @@
               <div>
                 <h3 class="font-medium text-primary">
                   <%= lunchflow_account.name %>
-                  <% if lunchflow_account.institution_metadata.present? && lunchflow_account.institution_metadata['name'].present? %>
-                    <span class="text-secondary">• <%= lunchflow_account.institution_metadata["name"] %></span>
-                  <% end %>
                 </h3>
-                <p class="text-sm text-secondary">
-                  <%= t(".balance") %>: <%= number_to_currency(lunchflow_account.current_balance || 0, unit: lunchflow_account.currency) %>
-                </p>
               </div>
             </div>