nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

not transferring between accounts

sailnbyu

I have 2 bank accounts at Chase. one receives deposits electronically and I often transfer those funds to the other bank account. When I download transactions to Quicken it records the electronic deposit to the first account, records the transfer to the second account but does not deduct the amount transferred from the first account. Hence, when I try to enter the transfer manually I have duplicate deposits in the second account. When I go to remove the duplicate deposit, it double deducts it from the first account.

Find more posts tagged with

Accepted answers

Sherlock

I suggest entering the transfer transactions into the registers before they're imported to provide Quicken with a transaction to match. I also suggest disabling the transfer detection preference: select Edit > Preferences...

Image: https://us.v-cdn.net/6031128/uploads/editor/ep/jwsdw1ojt1p6.png

All comments

NotACPA

What transaction is used for those transfers? What is the CATEGORY for those transfers? It should be the name of the receiving account enclosed in square brackets, e.g [second account].

Sherlock

@sailnbyu ,

What is odd about your case is that you do not receive the deduction transaction download into your first account - is my understanding correct? If so, That is the core issue that needs to be investigated and addressed: why does Chase give you the initial deposit download but not the subsequent deduction in the first account? Hence a missing transaction.

Could this missing transaction be sitting in the downloaded transactions pane or placeholder, waiting to be accepted into the register?

What Quicken version are you running? What is the connection method for both of your Chase accounts? The very top of your registers should indicate if they are Direct Connect or Express Web Connect. Chase supports Direct Connect at no charge and is recommended.

sailnbyu

thank you. I will check this

sailnbyu

I think NACPA has helped me fix my problem at least going forward

sailnbyu

I mean Sherlock, but you were all very helpful, thank you