bank transfers category and memo duplicated from one to all transfers

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 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 since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
  • Chris_QPW
    Chris_QPW 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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