bank transfers category and memo duplicated from one to all transfers

mnms
mnms Quicken Windows Other Member
edited March 2022 in Download, Add/Update Accounts (Windows)
When I download transactions from my bank, internal transfers between checking and various savings accounts all erroneously show in the [category] field my travel savings account with the memo "transfer for wedding expenses". This is duplicating from a transfer I did back in October and November. If I download transactions from my bank they are listed correctly. The problem is I don't know which one to correct in the Quicken ledgers. I have many $100 and $200 transfers. If I "go to matching account" they are all erroneously showing the travel savings account. What a mess. Any ideas?

Answers

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Check your memorized Payees (Tools menu) for one with that payee and the memo, edit it and lock it so that it doesn't get changed.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
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  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Since you are talking about a transfer, besides what @splasher suggested I would also make sure that for transfer detection that you have "confirm" on.
    Edit -> Preferences -> Transfer detection.

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