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Re: Zelle receipts automatically categorized as transfer category
"The auto categorizing of the Zelle entries were for a "transfer" from the SAME account that the entries were in. In that case, if I changed them to an expense, I suppose nothing would…1 -
Re: Zelle receipts automatically categorized as transfer category
I expect you know this but for clarity… "Category" is Quicken-speak to what real accountants call "income and expense accounts" and "Account" is Quicken-speak for balanc…1 -
Re: Zelle receipts automatically categorized as transfer category
"I want to recategorize the zelle transactions in my bank account but I get a warning that doing so will record a transfer back into the same account." That will happen if the entry in the …1 -
Re: Schwab - wrong transaction dates
"Schwab does not simply post transactions overnight, or update Quicken downloads overnight. " As I understand the situation, when a financial institution uses EWC+ to download transactions …2 -
Re: Schwab - wrong transaction dates
" It also does not happen with Schwab's bank transactions. They are dated correctly. " Not in my file: It can get real obvious at month end: https://community.quicken.com/discussion/79…1