Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Both Sides of transaction not showing
LauraS
I have a checking account and a HELOC account set up as a credit account. When the automatic update happened, the payment was recorded as a credit out of the bank account, but didn't show up in my HELOC account. If I add it to my HELOC account, it double records in the bank account. Any ideas how to fix?
Thank you!
Find more posts tagged with
Accepted answers
Sherlock
The payment transaction should be a transfer from the bank account to the credit account. If not, I suggest you edit the payment transaction appropriately. If the transaction is entered correctly as a transfer to the credit account but does not appear in the credit account, I suggest you delete the payment transaction and reenter it.
All comments
Sherlock
The payment transaction should be a transfer from the bank account to the credit account. If not, I suggest you edit the payment transaction appropriately. If the transaction is entered correctly as a transfer to the credit account but does not appear in the credit account, I suggest you delete the payment transaction and reenter it.
LauraS
Thank you. I ended up deleting the transaction on the bank account side and reentering it appropriately. I then went back and marked the bank account transaction as reconciled since they had been in a reconciled status. I think it worked. Thank you for your insight!
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
