Downloaded transactions into wrong account

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Wenlee
Wenlee Member ✭
in Download, Add/Update Accounts (Windows)
When I download bank transactions, any transfers from checking to savings, show as transferring back into the same account. ie. checking into checking
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Answers

  • splasher
    splasher SuperUser ✭✭✭✭✭
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    Check your Renaming Rules and Memorized Payees to make sure that they are not causing this.
    A MP created from the savings account with [checking] as the category that is used by the Checking account download will create the transfer with  [checking] as the category.
    Personally, I always manually enter my transfers and then the downloads match to pre-existing transactions.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

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