In case you have issues with transfer transactions not being generated correctly from downloaded transactions:
For best results manually enter transfer transactions into your register BEFORE you download transactions from the bank which contain the transfer confirmations. For recurring transfers use scheduled reminders and enter them a day or two before the due date. Be sure to use distinct Payee Names for each transfer / credit card payment to avoid confusing Quicken - memorized payee entries. That takes the guesswork out of the download process. Because a correctly entered transfer transaction already exists in your account registers, Quicken should just match the downloaded transfer transaction to the existing one in both accounts.
Toootall68 said: Thanks for your response UKR !! I think I understand what you're talking about but I think this is different and frankly doesn't it defeat the whole purpose of automating all of this ?? So what I do is every few days I will download all the credit card transactions into their individual Quicken accounts . Except for an occasional glitch I have no problem downloading them into the right accounts . And when the bank statement comes once a month I will manually input all the debits from the credit card accounts into Quicken ( along with Check # , deposits etc ... ) and that's when it happens . It'll put a payment from one credit card into another cc account ... I do put "EFT " in the check # / Num field ( I don't see any other Num field that I can use ... ) and wondered whether that has anything to do w/it .
Toootall68 said: All the autopays on the printed bank statement don't seem to have any identifying markers except the bank name . Thoughts ?? This has only started happening when I automated all my Credit Cards to debit out of my checking account ...
