mcars75 said: We have one expense that happens every month for $50. We also receive a $50 contribution from our employer every month. I have a scheduled bill on the 4th of every month for the credit card transaction, and the HSA contribution occurs on the 15th. Every month I enter the scheduled bill in the register, then do the auto-update to my credit card and reconcile it (Capital One, this works fine). The scheduled bill has the amount, the account, and the category, as well as the date. Later in the month, I auto-update my HSA account (Payflex). It imports the $50 charge, and somehow sees it as a transfer from my credit card and matches it to the other transaction. Note that although these two transactions are the same amount, they are different dates, different accounts, and different categories. It changes the category for the previously entered (and reconciled) transaction in my credit card, now saying it is a transfer to my HSA account. If I change the category on either side of the "transfer", it deletes the opposite one. So if I change the credit card transaction back to the proper category, it deletes the transaction in the HSA account and vice versa. I always end up having to manually fix it. Why is this? How do I prevent it from doing this going forward?
If you are still noticing difficulties after you have attempted those recommendations, you may try the following:
