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Proper Categorizing Transactions/Transfers

My credit card transactions are categorized as an expense. I payoff my credit card with a direct transfer from my banks checking account. How should I properly categorize this payment transfer from my checking account to my credit card?
Thanks in advance... Russell
Actually running Quicken 2019 Premier R25.18
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  • DangerrussDangerruss Member ✭✭
    Thanks.. #1 & 2 completed years ago. Totally understand #3. This is what I am trying to fix so I am not double counting expenses. I would like this bank transfer to my credit card not have a category assigned. How do I fix this? Thanks!!!
    Actually running Quicken 2019 Premier R25.18
  • NotACPANotACPA SuperUser ✭✭✭✭✭
    I'm confused.  The card payment, in your checking account register, should have as the Category the name of the Card account enclosed in square brackets, e.g. [VISA].
    This will cause the transfer to happen in Q, and your Card balance will be reduced (moved closer to zero).
    What are you showing as the "category" in the checking account transaction for these payments?
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • DangerrussDangerruss Member ✭✭
    I think I just figured it out. I mistakenly created these transfer categories instead of selecting the proper TRANSFER item from the category drop down menu. I hope that make sense... When I fix all those transfers, I'll report back
    Actually running Quicken 2019 Premier R25.18
  • DangerrussDangerruss Member ✭✭
    FIXED!!!
    Actually running Quicken 2019 Premier R25.18
  • NotACPANotACPA SuperUser ✭✭✭✭✭
    Congrats.  NOW, you should be able to pull out your old Card statements and Reconcile that/those card accounts.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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