Categorizing a credit card payment that was imported

dlvc
dlvc Member ✭
in Business and Rental Property Tools (Windows)

Hi,

I imported a QFX from my credit card web site into my credit card account in Quicken (Windows latest). Quicken improperly categorized the payments as expenses. I am trying to update the categories to [Name of account in Quicken] but keep being told I need to create the account first. But, it is there. Without the correct categorization as a transfer, Quicken sees the payments incorrectly. What can I do? Many thanks,

Answers

  • dlvc
    dlvc Member ✭

    Well, I figured out that there is a category type called Transfer (was right in front of me) and the account showed up there. It is exactly as I typed it when I got the error, so not sure why it wouldn't take. However, I was able to successfully select the Transfer category from the categories list and all is good. :-)

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