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Quicken not allowing me to decide if the transaction is a TRANSFER

mike@mikeo

Quicken used to allow me to decide if a new updating transaction was a transfer or not. It no longer offers this. This is KILLING me. I have my own category and account names for my credit card accounts. I have been using Quicken for 20 years.

If I correct Quicken's choice of the offsetting account it deletes the offsetting entry and I have to manually enter all the data. Quicken seems to have decided to make Quicken a double enter type system, which I don't want.

You can tell this by; if the category/account has parentheses ( ) around it. This means it is a Quicken decision and you can't do anything about it.

It worked Perfectly before they changed this! Quicken - Please let me decide HOW I want my Data to be posted and stop making me do it the way you think I should want it.

Go back to giving me the option - Please.

Mike

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Comments

[Deleted User]

If you click on Edit→Preferences→Transfer Detetion, how are your transfer detection options set? Check these settings and ensure it's set the way you want.

splasher

Can you confirm that it is ( ) and not [ ] around an account name when it is a transfer? Parentheses are not used for transfers.

volvogirl

How are you entering your credit card transactions? Which transaction is coming in wrong? Your description isn't clear. What transaction should be a transfer? The only transfer should be the payment from your checking account (or wherever) to the credit card account. Are you splitting the credit card payment into all the categories?