Transfer to an Investment Transaction Issue

benduncan21
benduncan21 Member ✭✭✭
in Registers & Transactions (Windows)
My downloaded transactions that don't automatically get assigned to a category are created as a "transfer to an investment transaction". This is completely wrong, and requires additional steps for me to re-categorize to the correct category. Why is this happening, and how do I stop it from happening, every time I download transactions?

Answers

  • Mark1104
    Mark1104 Member ✭✭✭✭
    under 'tools', look at the memorized Payee list.  is the Payee listed in here and what category is assigned t this Payee? suggest deleting that payee.  you may still have to re-categorize...how is Q otherwise going to know what you want to use? 

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