Category issue when I update to a new "Category"
Hello. I am updating categories in Quicken for 2023 and every time I try to change the category to "rents received' this message come up. For now I am saying no, but why does this happen? It has happened to me a few times with other account categories.
For additional information- the "ACCOUNT", or bank listed in this situation, reflects the bank account the ZELLE TRANSFER occurred to. For instance Bank 1 is the account; Payee is Zelle Payment from MR X, and the category is [Bank 1] with the brackets.
Can anyone let me know why this happens?
Answers
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Can you show us the actual transaction that's causing this? And what's the name of the account in which this is happening?
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
It is a business banking account (see third screenclip). The first two screen clips are All Transactions entry ledger.
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From what you've shown, you're recording the transaction back into the same account … so the message is accurate.
You're not showing that it's being changed to "rents received". The Payee shows "rent", but the category doesn't.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
When I go to change the category to Rents Received, that is when it says I am recording back into the same account when I try to save. Is that normal for that to come up? I currently haven't changed it, because it seemed weird that I was receiving that message.
Thank you for helping me out.
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