fidelity transaction mixup

Question

Hello, I use my and my wife's Fidelity investment accounts to pay for our Fidelity Rewards Visa card by Elan. Quicken flags both payments to one account - mine usually, even though Fidelity shows payments from both accounts. I can manually enter, but it doesn't link. How do I fix

[Edited - Readability]

mshiggins · Answer

@johnboy1227 are you trying to use one investment account to pay two credit cards, two investment accounts to pay one credit card account, or some other combination?

RickO · Answer

I would set it up like this: In the credit card account, enter the payment as a split transaction with two transfers:

After doing this, you will see corresponding individual transactions in each Fidelity investment account like this:

Each of these should match when you download the investment accounts. The credit card transaction should match when you download the credit card account.

You can save the credit card account transaction as a scheduled transaction so you don't have to manually enter the whole thing each month; just change the amounts.

NotACPA · Answer

What show's on Fidelity's website for the 2 accounts?