Transaction Transfer not showing in both registers

philliesphan0880

I have a transaction for credit card payment that I setup to pay from checking . When the transaction hits the register it records as a category of the credit card name rather than [credit card] so the other side of transfer doesn't appear. Only affects this one credit card. My other credit card accounts work fine. Have validated and repaired my files to no avail.

NotACPA

Does the transaction in your checking account have the brackets around the credit card account name?  Sounds like you have a category selected in your checking account transaction.

philliesphan0880

No it does not have the brackets and when I add the brackets QUicken just removes them again after i save. I assumed it was getting confused by category of same name but i have none. I suspect there is corruption to the account name that a validate/repair does not address.

Chris_QPW

Check to see if you have a category that is the same name as the account.
The "regular" category and the "transfer" category share the same "name space".  If you have a regular category with the same name it can "override" the "transfer" category.

philliesphan0880

Chris_QPW great thought but i have checked that and nothing visible from the interface. Category list only shows the one with brackets

Chris_QPW

Well given that the problem account is a non investment account, my last try would be to recreate the account.
As create a new account and use this method to move the transactions to it, and then delete the old account.
FAQ: How Do I Move Transactions Between Quicken Accounts? — Quicken

philliesphan0880

trying that. as the instructions indicated it is a slow process when using "move
I do suspect the root cause is related to the scheduled Bills & Income reminders as I have noticed this is only transaction that gets the brackets removed and cannot be reassigned. If i create the transaction going the other way (create in credit card register vs checking register) I have no issues

UKR

AFAIK, it should be impossible to have a Category of the exact same name as the name of an account register.

To solve this issue, how about this:
Create a backup ... just in case something goes wrong.
Go into Edit Account Details and temporarily rename the account register (add an X to the end of the name, e.g. "Bank Name" to "Bank NameX").
Now edit all transfer transactions that incorrectly transfer to Category "Bank Name" to transfer to "[Bank NameX]" with the brackets

When all transactions have been corrected, look in the Category List. Category "Bank Name" should now show a Usage count of 0. If so, delete the Category "Bank Name". Rename the account register back to "Bank Name".