Why does one checking account show checks written as transfers?

DRMick

Running a Spending report with itemized Tags show the Schwab checking account lists payments as Transfers and all the others show Payments. These are ordinary checks written from this Schwab checking account. It is configured as Type: Checking, the same as all the rest. Why would reporting be different?

NotACPA

In those "transfers"  what shows as the Category in those transactions in Q?

UKR

DRMick said:

Running a Spending report with itemized Tags show the Schwab checking account lists payments as Transfers and all the others show Payments. These are ordinary checks written from this Schwab checking account. It is configured as Type: Checking, the same as all the rest. Why would reporting be different?

ISTR other discussions about downloaded transactions incorrectly marked "Xfer" even though they weren't real transfers, but regular checks or other debits.

Can you check the download log file for a recent Schwab checking account download and see if the downloaded transactions contain a Transfer reference when they shouldn't?

If you need help with that, or, even better, you should call Quicken Support on the phone and request help.  Let them do a screen share session with you to review the situation on your computer, review the download log file(s), to determine the nature of the problem and to figure out how to fix it. This may need to be escalated to the appropriate support group for research and resolution.

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DRMick

You can close this discussion I started. I found Tag reports don't work right, so I can use Category reports instead.