incorrect payee,

hfw

:s Quicken names my salary check as a refund and the category as transfer and it won't let me change either. Can someone help?

hfw

Thanks for inquiring. I think it's because I use the citibank mobile app and take a photo of the check, so there's no direct name of a payee, but regardless, when I rename it to the company name, it just reverts back to refund. And I don't want to create a rule that all refunds are that payee. Once I change the payee to the name of the company, I do set the category rule to Salary and they both revert back to a payee of refund and category of transfer. It refuses to save as the new name/category. I do not get an error message, it just refuses to save it. I have renamed many payees before so this is very strange.

hfw

thanks! I do have sync turned on. (I have used quicken for over 10 years) now it is sticking as the correct payee, but coming in as an adjustment when I run a category report for salary. and pulling my monthly report, again, including the correct payee and category, salary does not get pulled in and neither does adjustment if i check that..which I shouldn't have to. so I have no income appearing in the monthly report. sigh.

hfw

ok i changed the category to Business Income:Consulting and that brought those numbers into the monthly report. Quicken has its quirks.