Downloaded credit card transactions appearing in a checking account register

TomSHEB

How do I fix this?

Quicken Anja

Hello @TomSHEB,

We will need some additional information to better assist you further.

Are the credit card and checking accounts both from the same or different financial institutions (please include the names)? Also, is the checking account seemingly only downloading credit card transactions, or is it also downloading the right transactions for that account? Do you have a separate account set up for the credit card in Quicken and if so, is it downloading properly in there?

Check back and let us know! Thank you.

TomSHEB

It's showing me Chase VISA transactions on my USAA Checking account register.

Yes, checking account is only showing the Chase VISA transactions.

Yes, the transactions are showing properly on the Chase VISA register.

I may delete the Chase VISA account and start over depending on what I hear from you.

Quicken Anja

Thank you for following up with those additional details.

Could you please right-click the checking account in question and select Edit/Delete account, then navigate to the Online Services tab. In there, which financial institution does it show as connected for that account? See example below.

Let us know what you find! Thank you.

volvogirl

What is the category on the transactions in the Chase VISA account? Could it be a transfer to the checking account like [USAA Checking] in square brackets?

TomSHEB

It showed the correct institution. I went ahead and did a reset to make sure it was set up properly.

Quicken Anja

Thank you for confirming that.

Were you also able to check the category on the Visa transactions as suggested by @volvogirl to see if they are transfer transactions?

TomSHEB

The account transfer may be the culprit. I will check that the next time I download transactions tomorrow morning. TY for your assist and Merry Christmas.