Transactions Missing on Download

connums

Some transactions from my bank are being missed in the download/update. Specifically, I transfered some money from one bank/account to another bank/account. The first bank (Chase) notes the transfer but the BofA account does not. The rest of the transactions for B of A are fine.

Thanks,

UKR

Are these transfer transactions properly categorized as such, i.e., Category = [transfer-to/from account name]?
For example, in your Chase register, the Category is the name of the BofA account, enclosed in [square brackets], e.g., [BofA Checking]

Categorizing one side of a transfer properly makes a linked transaction appear in the other bank account register in Quicken. Once the other side of the transfer downloads, it will (should) be matched correctly to the already existing transfer transaction in your register.

IMHO, 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 and matching process. Because a correctly entered transfer transaction already exists in your account registers, the process should just match the downloaded transfer transaction to the existing one in both accounts.

UKR

Are these transfer transactions properly categorized as such, i.e., Category = [transfer-to/from account name]?
For example, in your Chase register, the Category is the name of the BofA account, enclosed in [square brackets], e.g., [BofA Checking]

Categorizing one side of a transfer properly makes a linked transaction appear in the other bank account register in Quicken. Once the other side of the transfer downloads, it will (should) be matched correctly to the already existing transfer transaction in your register.

IMHO, 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 and matching process. Because a correctly entered transfer transaction already exists in your account registers, the process should just match the downloaded transfer transaction to the existing one in both accounts.