This discussion was created from comments split from: Quicken is creating duplicate transactions on my matching downloads.
I schedule my transfer from Money Market to Checking at my bank's site, since Quicken Online Center doesn't let you schedule transfers. I don't want to see the transfer in my registers until it occurs, and I am also getting a double entry. One comes in as a cleared entry that is WRONG because it is categorized to the Checking account. The other entry, with the pencil, is correct.
So Quicken ends up double-crediting the transfer in my checking balance until I void the cleared entry and clear the penciled entry.
Question: Should I maybe change the Transfer Detection Preference?
I'm also on Windows 11, R68.31, Build 27.1.68.31.
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Thank you for sharing details about your specific scenario.
It sounds like your issue may be different than the others in this thread. Are you seeing reminders losing their category once they are entered into the register? If not, let me know so I can move your post to a more appropriate location.
I am curious: have you checked your renaming rules and memorized payees? If this transaction downloaded with the incorrect account name for the transfer category, my first thought is that a renaming rule/memorized payee is interfering.
Please go to Tools > Memorized Payees and see whether you have "Online Transfer" set to the [Business Checking Plus XX] category. If you do see that category assigned, you can remove it.
Here is an article with more information on Memorized Payees and editing them: https://www.quicken.com/support/how-use-memorized-payee-list-quicken-windows?srsltid=AfmBOorU8p0WcHuy0QF0tyD5ZrmdhkdmLcT6nf1UdrosJTm3Q1W0kkQK
To check for Renaming Rules, you will go to Tools > Renaming Rules and look to see if you have any rules renaming these transactions to "Online Transfer". This would only be significant if you had also found the memorized payee with the incorrect category assigned, as these two work together: renaming the Payee, and then applying the categories you have assigned to that Payee.
Here is an article for Renaming Rules as well: https://www.quicken.com/support/how-create-and-edit-renaming-rules-quicken-windows/?srsltid=AfmBOoqXtyZ7JaxKNgUsrONXJtds6lqDoiqlSgUalDs_DLkUnmh3ymZ7
Looking forward to your response!
I did have an entry in my Memorized Payees list, so I deleted that and restarted Quicken. I did not have anything related to a transfer in my Remaining Rules. Next, I tried a small scheduled transfer initiated from my bank and, unfortunately, I got the exact same result: double posting in my Checking Account. Just like the pic I posted. Note that my Business Premium Money Market account register is accurate; it properly shows a cleared entry that credits my Checking Account. It's only the Checking register that shows the double post with the wrong one cleared.
Also, no, I'm not seeing reminders losing their category, just wrong categories and doubling. Sorry for the confusion. Any other ideas? Thanks for your help!
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