OneStep download on transfers

lliefveld

This has been fine until I updated to the latest version of Quicken recently. I just did the OneStep Update, and it was about a month's worth of transactions. Some (but not all) of the transfers recorded in the wrong account. I've fixed it now, so I can't show a picture, but as an example: I had a transfer between 'Common Checking' and 'Purchase Goals' (names of the accounts). But instead, it recorded it as an Internet Transfer in 'Common Checking' and another one in 'Non-Monthly Accruals'.

I first saw it in the Non-Monthly Accruals, and tried to fix it, but it ended up getting all screwed up and it took me over an hour to get everything fixed.

And in case anyone wants to know, no, Purchase Goals has never had the same account number as Non-Monthly Accruals.

Has anyone else had a problem like this? This was a new Quicken setup because I had totally screwed up my previous Quicken, and I did NOT have it set to automatically recognize transfers. I now have it to recognize transfers, but to ask before posting it like that.

UKR

For best results manually enter transfer transactions into your register BEFORE you download transactions from the bank which contain the transfer confirmations. For recurring transfers use scheduled reminders and enter them a day or two before the due date.
Be sure to use distinct Payee Names for each transfer / credit card payment to avoid confusing Quicken - memorized payee entries.
That takes the guesswork out of the download process. Because a correctly entered transfer transaction already exists in your account registers, the download process should just match the downloaded transfer transaction to the existing one in both accounts and not cause any confusion.