Why don't reference numbers and notes show the same way on both sides of a transfer?

Question

I am using Quicken Classic R53.16 on Windows 11

When I am entering a transfer and put a reference number or note for a transfer, it doesn't show up on the other side of the transfer. In the following example, you will see that in the cash account, there is an entry for muffins in the notes section. In the reimbursements account, this is not shown. It doesn't matter what type of accounts I am using.

I didn't put a reference number in this transaction, but I have the same problem as with the notes. It doesn't matter if I enter the notes directly into the column or if I enter it using flags and notes.

This is extremely frustrating as I always have to go back and manually enter the information on the other side of the transaction.

Chris_QPW · Answer

When you "link" information, it should show the same transaction on both sides.

That is an "opinion" and I can tell you for sure that there are people with a different opinion on this.  In fact, if everyone agreed then most likely the developers would have put that implementation in instead of what they have done.

wpg 51 · Answer

When you "link" information, it should show the same transaction on both sides. The date, payee, category, tag, and amounts are the same on both sides. Any notes or memos included in the original entry should also be the same on both sides.

The "downloaded" fields you show on your screenshot are extra fields used when information is downloaded from your bank, if you want to use them. I refer to the reference # that you can enter yourself, such as a cheque number, or order number. I use it for referencing transactions that might be related. For example, my daughter sends me money by interac e-transfer. I then transfer the funds to the proper account number. I show the reference number for the transfer in both transactions so I can see at a glance that when she sends me the money, it has used the way it is intended to be.

splasher · Answer

Reference # is a downloaded field (it is even named "downloaded reference") from the financial institution and would be unique for each half of a transfer so it shouldn't be the same and the user can't enter it.