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, the download process should just match the downloaded transfer transaction to the existing
one in both accounts and not create new problems.
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