linking credit card payments from a fidelity cash mgmt acct

DCHammond

Hello, i set up a credit card acct in quicken and transactions are automatically downloaded. The balance is paid monthly from a Fidelity cash mgmt acct that I also set up in quicken. (I selected the option to show cash in this acct and activity is automatically downloaded). How do i enter these payments to accurately reflect this while also recording the spending categories? i assume i use transfer but quicken chat said no - just enter as payments. thank you for any guidance

NotACPA

The use of your credit card (charges) shold be recorded in the card account.

The payment of your card bill should be recorded in the cash mgmt acct as a transfer to the card acct when you receive the statrment.

Both should download correctly.