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Quicken is incorrectly creating transfers from downloaded transactions

SPCrook

Problem 1 - If I have a deposit and payment transaction for the same amount that are on (or close) to the same day in different accounts, Quicken is automatically entering them as a Transfer between accounts. Note - this happens when I use the "One Step Update" feature. I have not tried / noticed if this happens if I do each account separately however that would be a pain with the number of accounts I'm tracking.

Problem 2 - If I go in and remove the transfer from the Category, it removes the entire transaction from the account I am NOT currently in and I have to go back and add it manually.

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Accepted answers

Quicken Jasmine

Hello @SPCrook,

Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this issue.

I suggest navigating to Edit > Preferences > Transfer Detection. This setting should change the issue that is occurring where your accounts are automatically matching transactions and creating transfers.

Image: https://us.v-cdn.net/6031128/uploads/editor/pn/o9e0jaawjd0b.png

I hope this helps!

All comments

Quicken Jasmine

I hope this helps!

SPCrook

Thank You!! I had searched google, looked in the online help, tried everything I could think of to see if there was some sort of setting like this and I could not find it anywhere.

Quicken Jasmine

Hello @SPCrook,

I am glad that I could be of assistance and help you reach a resolution.

Please do not hesitate to reach out with any further questions or concerns!

splasher

About #2, that is the nature of transfer in Quicken, you change one, you change both. If you change the category to make it not a category, it breaks the "transfer" which deletes the other half. No way to get around it.