Transaction won't update

JLM from NJ
JLM from NJ Quicken Windows Subscription Member

Hi. I have a credit card transaction. It won't update to show I paid. It shows transfer from my checking account but does not show payment in credit card account. I tried signing out and signing back in, but problem persists. Please help

Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    In the checking account, does the transaction clearly show Category = [name of credit card account] in square brackets?

    We just changed years from '23 to '24. What's the date of the transaction? Correct year?

    In the credit card account, is there a Date Filter in effect, e.g., Filter to show only dates for this year, not last year. Or some other kind of filter?

  • JLM from NJ
    JLM from NJ Quicken Windows Subscription Member

    Hi. Thanks for responding. My bank website confirms that payment was made on December 27, 2023 by transfer from checking to credit card.

    1. The Quicken transaction "transfer to CC X####" in checking with Category [TD Business Convenience Plus XX ####] when the credit card payment transaction was made on 12/27/2023. 2. In the credit card account, there is no filter in effect.

    The other thing to note is that a credit card transaction from 12/19 cleared at the bank but has not cleared on quicken. I manually entered it when I made the charge.

    With previous payments/transfers, the category was [CREDITCARD XX####]. Should I simply manually enter and see what happens next time? Any other suggestions?

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