transactions downloading as TXFR

JimJ
JimJ Member ✭✭✭
edited June 2022 in Registers & Transactions (Windows)
for some time now some transactions dowload a a transfer but they are not--at least now as I understand the term. e.g. I download an autodebit from my insurance company. it shows as a TXFR in the "check#" space. seems like ti should show as an EFT. the transfer requires an addl manual adjustment before I can use memorized transaction. ideas on how to get around this? TY very much.

Answers

  • [Deleted User]
    [Deleted User] ✭✭
    @Jimj - Go to Tools-> Preferences -> Data Entry and Quickfill and check to see if you have the "Complete fields using previous entries" marked.  Try unmarking that option and enter the transaction again.  If the TXFR doesn't show up then that means you have a similar transaction in the register with the same payee, or category that has a TXFR in that field. 
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    By any chance is USAA the financial institution for your account?
    https://community.quicken.com/discussion/7899732/usaa-charges-show-as-txfrs

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    http://www.quicknperlwiz.com/

  • JimJ
    JimJ Member ✭✭✭
    USAA-yes, the download I asked about is from USAA. Many thanks for the ideas you all presented. will post back if I can get it working correctly.
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