In case you have
issues with transfer transactions not being generated correctly:
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 downloading process. Because a correctly
entered transfer transaction already exists in your account registers, the
process should just match the downloaded transfer transaction to the existing
one in both accounts.
Manually review all downloaded transactions, one by one. Select the downloaded transaction, review the register transaction it will be matched to or the new transaction that is about to be created. Make changes as needed to Payee Name, Category, Memo, etc. and then click Accept for the single transaction. "Shampoo, rinse, repeat" for all remaining downloaded transactions.