how to get a warning before entering a transaction into the same account

GO2

where do i find the preference for a 'warning' when entering a catagory that is to same account ? i seem to recall this in the past but no longer get this warning. thank you for your help

UKR

GO2 said:

where do i find the preference for a 'warning' when entering a catagory that is to same account ? i seem to recall this in the past but no longer get this warning. thank you for your help

Do you mean you're recording a transaction into your "MyChecking" account with Category = "[MyChecking]"?
And the "transfer back into the same account" warning doesn't pop up any longer?
Try resetting the Quicken warnings in Edit / Preferences / Alerts & Messages.
I'm not sure if this takes effect immediately or if a Quicken restart is necessary.
Also please review the settings in Preferences / Notify, just in case some settings changed on you.

GO2

Brillant! the reset worked (closed quicken program and reopened), thank you. any suggetion on how to find/sort for transactions that were entered into the same account?

UKR

GO2 said:

Brillant! the reset worked (closed quicken program and reopened), thank you. any suggetion on how to find/sort for transactions that were entered into the same account?

Hmmm ... how about

• Sort register by Category (doesn't work for Split category transactions)
• Edit / Find/Replace to find all Category = [MyChecking], including splits, then carefully select and change the ones you need to change.

volvogirl

You can sort by most of the columns in the register just by clicking on the column heading.  Like payee/description or date or category.  To filter, there are some filter settings at the top of the register.