How do i change the default entry of TXFR for downloaded transactions?

RandC
RandC Quicken Windows Subscription Member
in Registers & Transactions (Windows)
after recent upgrade downloaded transactions which are not numbered checks default to TXFR. it is inconvenient to have to change these one a time

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    By any chance is the financial institution USAA?
    USAA started coding all of their transactions as if they were transfers, which causes Quicken to put in the TXFR in the checking number, which in turn locks out any "category" other than a transfer.

    It is quite a pain, but there isn't anything in Quicken that will fix it short of manually entering the transaction before it is downloaded and matching to it.

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