How to handle single transaction in 2 registers?

harry askenazi

I sync both Venmo and Chase.
Often, I pay in venmo with funds from Chase.
This creates a duplicate debit transaction in both registers (venmo and chase)

without deleting the transaction in the venmo register, what's the best way to handle this so that both transactions remain in each register without counting as 2 payments overall?

Chris_QPW

This "transaction" should be recorded as a transfer.

The way you do that in Quicken Windows is using a "category" with a syntax like [Other account].

For instance given the two accounts are named Venmo and Chase.  Then in the Chase account you would put in [Venmo] in the category field.  This will create a linked transfer in the Venmo account.  It is usually best to have a reminder setup for this, and then when the downloaded transactions come in they will match to the existing transaction in the register that was created by the reminder.