Interest Credit credited to wrong account

knute97
knute97 Member ✭✭
in Download, Add/Update Accounts (Windows)
Monthly interest is posted to my TD Bank account but, at the same time, an inactive Discover bank account is debited the same amount. When I delete the Discover bank entry, I also delete the TD Bank entry. This happens every month and I just realized the relationship.

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  • splasher
    splasher SuperUser ✭✭✭✭✭
    edited March 1

    Check the category of the TD account, it sounds like it is the Discover bank account in square brackets [account name] which makes the transaction a transfer.

    If so, change the category to the appropriate category for that Interest deposit.

    This is probably happening because there is a Memorized Payee for the TD account with Discover as the category. Either delete the Memorized Payee or edit the category in it to be Interest.

    -splasher  using Q continuously since 1996 -  Subscription Quicken  -  Win11
    -Questions? Check out the  Quicken Windows FAQ list

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