linking credit card payments from a fidelity cash mgmt acct

DCHammond Member
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
    NotACPA SuperUser ✭✭✭✭✭

    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.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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