Why is Chase my Checking transfers to Chase credit card that shows up in the Chase credit card, but
Thank you
Dave
Best Answer
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What is the category on the payment in your credit card account? It should be a transfer to the checking account. The checking account name should be in square brackets like [Checking] for the category.
I'm staying on Quicken 2013 Premier for Windows.
5
Answers
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What is the category on the payment in your credit card account? It should be a transfer to the checking account. The checking account name should be in square brackets like [Checking] for the category.
I'm staying on Quicken 2013 Premier for Windows.
5 -
Thank you0
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For best results I recommend you manually enter transfer transactions, including credit card payments, into your register BEFORE you download transactions from the bank which contain the transfer confirmations.
For recurring transfers use scheduled reminders and enter them a day or two before the due date. Be sure to use distinct Payee Names for each transfer / credit card payment to avoid confusing Quicken - memorized payee entries.
That takes the guesswork out of Quicken when trying to recognize and create transfer transactions based solely on downloaded, often cryptic transaction data. Because a correctly entered transfer transaction already exists in your account registers, Quicken should just match the downloaded transfer transaction to the existing one in both accounts.
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