Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

What is the best way to Categorize a transaction when it appears in two accounts?

Both accounts have Quicken Connect, so the transactions download automatically. I regularly transfer money from one to the other and have been 'categorizing' them as "Transfers" in my primary account. However, the downloaded transaction also appears in the secondary account. Should I categorize the Primary account transaction as "Transfers:[Secondary Account]?

Best Answers


This discussion has been closed.