Credit card activity downloaded and transaction automatically categorized to checking account

jcannella

For the past few months when I download my credit card statement, random transactions/payees are being automatically categorized to my checking account rather than an expense at which point I manually correct the error in my credit card activity which then puts my bank reconciliations off by a like amount. I have to manually post an entry in my check register to correct the posting error.

I have been importing credit card statements for years with no issues until recently.

I have eliminated all memorized auto categories to my checking account and thought that would solve things but nope.

I cannot be the only one, help!

Quicken Laura

Hi @jcannella,

Thank you for sharing what you're experiencing. I’m happy to help you troubleshoot this.

To better understand what may be causing the issue, could you please clarify a few things?

• When you say “Credit card activity downloaded and transaction automatically categorized to checking account,” do you mean:
  • The credit card transactions are downloading directly into your checking account register instead of the credit card register?
    OR
  • The transactions are downloading into the correct credit card account, but are being categorized as a transfer to your checking account (for example, [Checking])?
• When did this problem begin?
• Where is your data file currently located?
  To check:
  1. Open Quicken.
  2. Click File.
  3. At the bottom under Recent Files, the file with the check mark is the one currently open.
     Please let me know the full file path shown there.

Your answers will help narrow down the cause and determine the next steps.

I look forward to your response!