Assigning categories to expense or income transactions within a single account works great. I do have issues, though when I try to assign a transfer between accounts to a specific category. As it works now, my transfers show the destination account as the "category" in the originating account, and the sending account is the "category" in the corresponding destination account. Having Quicken create the recipricol transaction in the destination account is great. But…
If I change the category in either of those entries, it deletes the corresponding transaction in the other account. Is there a way to have Quicken not do that? My work around is to create a "shadow" account used specifically for re-entering the transaction with the expense or income category I'd like to use. This, as you might imagine, is a pain and seems unneeded. You would think that they would separate the account associated with the transaction from any category assignment and have two fields instead of one. Am I missing something? Perhaps a setting? Can I do it all within the standard transactions created and not have to enter lines is a shadow account?
