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zelle transactions

I made my first transaction using zelle from wells fargo. quicken downloaded the transaction in the account i used but when I attempt to change the catagory of the transaction the only choices i get is a list of my current accounts, not my catagories. seems like quicken thinks this zelle transaction was a transfer not a payment. how can i change this downloaded transaction to be a payment rather then a transfer so i may catagorize it correct.y

Best Answer

  • captainfletch
    captainfletch Member ✭✭
    Accepted Answer
    got it figured out. my savings account register wasnt showing the 'check #' column. just to the right of the date column. once i changed the displya options to show this column this transaction was listed as a transfer. i simply deleted the info in this box. now quicken thinks its a normal payment from the account and can select any of my catagories from the drop down list.
    hope this helps somebody.

Answers

  • captainfletch
    captainfletch Member ✭✭
    Accepted Answer
    got it figured out. my savings account register wasnt showing the 'check #' column. just to the right of the date column. once i changed the displya options to show this column this transaction was listed as a transfer. i simply deleted the info in this box. now quicken thinks its a normal payment from the account and can select any of my catagories from the drop down list.
    hope this helps somebody.
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