Quicken downloads bank data into wrong account.

widdershinz
widdershinz Quicken Windows Subscription Member
edited November 30 in Errors and Troubleshooting (Windows)

I am going to resist a rant and keep this simple. Quicken downloads my personal credit card payments from my bank, then records them as payments from my business credit card. I can move them manually, but I don't know why it is doing this.

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @widdershinz,

    To troubleshoot this issue, please provide more information. Are all of your transactions downloading into an incorrect account, or is the problem that the credit card payments are showing as transfers to an incorrect account when they download? Are the personal and business credit card accounts completely separate accounts? Are they both with the same financial institution? Which financial institution(s) are they with? Is that the same financial institution the payment account is with?

    I look forward to your response!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @widdershinz,

    I haven't heard from you in a while. Do you still need assistance?

    Thank you!

    Quicken Kristina

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