Several "Newbie" Questions about Importing and Bank/Credit Card syncing

Moskose

Just signed up for Quicken/Mac yesterday and have a few quick questions about importing...
- When I import from my bank and my credit card, one shows a payment to the card and one shows a payment received from the bank - do I delete one (or both) of these and create a transfer from the bank to the credit card to properly account for this?
- I have my Citi Card and Bank set up to automatically pay my credit card balance each month. Will I need to watch for and "correct" these each month or will Quicken recognize this as a transfer from the bank to the Citi Card?
- My primary credit card was potentially compromised so Citi Bank sent a new card so I have two different accounts for Citi Card 1 and Citi Card 2. Quicken only imported transactions back to March 6 so I exported a QFX file from Jan 1 to Mar 6 from the Citi site and imported this (deleted three duplicate transactions) and it put these transactions under Citi Card 3. Is there an easy way to consolidate these under one CC account or just not worry about it?
Thanks in advance - I'm sure will have a few more questions but I'm getting up to speed quite quickly and appreciate the help of the experts here!

Quicken Anja

Hello @Moskose,

Thank you for taking the time to reach out to the Community with your questions.

• When payments to a credit card downloads to both the credit card and checking account, you can change either of the transactions to be a transfer. Once you save the change, you should receive a pop-up dialog screen letting you know that Quicken has found a matching transaction in the account you linked the transfer to, asking you if you would like to confirm this transfer.
• They will download as transactions once they have been posted to each card. You may need to match the transfer as explained above, however, Quicken does "learn your habits" over time and should eventually automatically apply the transfer automatically.
• You can select all the transactions in the Citi Card 3 account by holding Command + A on your keyboard. Doing so will highlight all the transactions in blue. Once they are all highlighted, you can left-click, then drag and drop (while still holding your left-click) the highlighted transactions to the correct account you would like to move forward with. After that, you can delete Citi Card 3 once the transactions have been moved, leaving Citi Card 3 empty.

Additionally, being that you are a new user, I would like to inform you that you do have the option to schedule a one-on-one tour with our Quicken 1-2-3 team. 

By doing so, one of our Quicken 1-2-3 team members will contact you via phone at your scheduled appointment time. This team has been specifically trained and put together to assist our new customers in getting familiarized with the program and learn how to utilize it to fit your needs, as well as answer any questions and/or address any concerns you may have.

If this is something that would interest you, then please, click here to select a time slot and schedule your tour! Alternatively, you can also call them directly at your own convenience. The phone number can be found through that same link.

I hope this helps!

jacobs

You can select all the transactions in the Citi Card 3 account by holding Command + A on your keyboard. Doing so will highlight all the transactions in blue. Once they are all highlighted, you can left-click, then drag and drop (while still holding your left-click) the highlighted transactions to the correct account you would like to move forward with.

@Moskose  Two small notes to clarify steps mentioned in the post above:

1) Regarding drag-and-drop to move transactions: when you've selected all transactions, you drag on any of the highlighted transactions to the name of the other account in the left sidebar.

2) To delete the old account once it's empty of all transactions, you Control-click (right-click) on the name of the account in the left sidebar. In the pop-up menu which appears, the bottom menu choice will be to delete the account.

Quicken Anja

Hello @Moskose,

Thank you for taking the time to reach out to the Community with your questions.

• When payments to a credit card downloads to both the credit card and checking account, you can change either of the transactions to be a transfer. Once you save the change, you should receive a pop-up dialog screen letting you know that Quicken has found a matching transaction in the account you linked the transfer to, asking you if you would like to confirm this transfer.
• They will download as transactions once they have been posted to each card. You may need to match the transfer as explained above, however, Quicken does "learn your habits" over time and should eventually automatically apply the transfer automatically.
• You can select all the transactions in the Citi Card 3 account by holding Command + A on your keyboard. Doing so will highlight all the transactions in blue. Once they are all highlighted, you can left-click, then drag and drop (while still holding your left-click) the highlighted transactions to the correct account you would like to move forward with. After that, you can delete Citi Card 3 once the transactions have been moved, leaving Citi Card 3 empty.

Additionally, being that you are a new user, I would like to inform you that you do have the option to schedule a one-on-one tour with our Quicken 1-2-3 team. 

By doing so, one of our Quicken 1-2-3 team members will contact you via phone at your scheduled appointment time. This team has been specifically trained and put together to assist our new customers in getting familiarized with the program and learn how to utilize it to fit your needs, as well as answer any questions and/or address any concerns you may have.

If this is something that would interest you, then please, click here to select a time slot and schedule your tour! Alternatively, you can also call them directly at your own convenience. The phone number can be found through that same link.

I hope this helps!

jacobs

You can select all the transactions in the Citi Card 3 account by holding Command + A on your keyboard. Doing so will highlight all the transactions in blue. Once they are all highlighted, you can left-click, then drag and drop (while still holding your left-click) the highlighted transactions to the correct account you would like to move forward with.

@Moskose  Two small notes to clarify steps mentioned in the post above:

1) Regarding drag-and-drop to move transactions: when you've selected all transactions, you drag on any of the highlighted transactions to the name of the other account in the left sidebar.

2) To delete the old account once it's empty of all transactions, you Control-click (right-click) on the name of the account in the left sidebar. In the pop-up menu which appears, the bottom menu choice will be to delete the account.