Transfer to an Investment Transaction Issue

My downloaded transactions that don't automatically get assigned to a category are created as a "transfer to an investment transaction". This is completely wrong, and requires additional steps for me to re-categorize to the correct category. Why is this happening, and how do I stop it from happening, every time I download transactions?


  • Mark1104
    Mark1104 Member ✭✭✭✭
    under 'tools', look at the memorized Payee list.  is the Payee listed in here and what category is assigned t this Payee? suggest deleting that payee.  you may still have to is Q otherwise going to know what you want to use?