Using a Brokerage Checking Acct to automatically enter a payment to a charge card acct
After I reconcile any one of my charge cards, I use the “print a check” option so that Quicken will then create the transaction that’s made out to my credit card account with the amount automatically filled in for me. I then change this to a “transfer” (xfer) into my (brokerage) checking account, so the transaction can be linked to a matching payment in my credit card account. Everything works fine – until I download transactions, at which point Quicken never seems to be able to recognize my matching transfer. What am I not understanding is how I should be handling this so that everything doesn’t get out of whack. I always wind up with unmatched transactions. What am I doing wrong? I currently just a Deluxe version of the subscription, not the one that actually pays the bills from within Quicken.