Robinhood - Bank Transfer Inconsistency
I have twice monthly deposits into my Robinhood account and I currently have them being recorded as a transfer to the appropriate Robinhood account.
When I look on the Robinhood side of the transaction, I notice one of them is listed as Uncategorized.
When I try to categorize this to back to the checking account, I am unable to do so without creating another transaction on the checking side (since a record is already connected on the checking account).
Is there a work around here?
Comments
-
@Mark H., thanks for reaching out to the Community!
To take a fresh stab at creating the Transfer in Quicken Simplifi, I'd suggest deleting the one that shows as "uncategorized" from both your checking and your Robinhood account. You can then re-create the Transfer, which I'd suggest doing from the checking account since that's the expense side.
Here's an article on Transfers:
And here's an article on Investment Transactions (in case these help at all):
Let us know if this works for you!
-Coach Natalie
0
