Wells fargo

Richard Sturgeon
Richard Sturgeon Quicken Windows Subscription Member ✭✭✭
edited August 2023 in Budgeting and Planning Tools (Windows)

I had an account setup as a liability and have since changed it to a credit account

there has been a payment applied to the account and is not reflected on the payment screen.

this is for July.

also does not show up in top spending categories.

Comments

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    And how was this transaction recorded in Quicken? Can you show us image snapshots showing the issue?
    Did you manually record a proper transfer transaction before downloading from the bank?
    Or did you rely on Quicken to automagically accept downloaded transactions into your register and divine that this was supposed to be a transfer from A to B, solely based on the information in the download?

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