QBP: Zelle payments should not automatically be transfers (edited)

Eric D
Eric D Member ✭
edited January 26 in Quicken Business & Personal Feature Requests

I saw that this topic has been discussed for years in the forum section, but I was not able to find this as a suggested idea in the feedback section, so I add it now. This situation prevents us from writing rules for Zelle transactions.

Thanks for listening.

Tagged:
5
Up Down
5 votes

Active · Last Updated

Comments

  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    I do 4-5 Zelle payments a year and after I fixed them the first times and since they were recurring, I haven't had any problem.

    But if one is using a lot of these especially in QBP, it could be irritating. I would say that when Simplifi doesn't know, a negative transaction should default to an expense.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

  • EL1234
    EL1234 Member ✭✭✭✭

    But which expense category should it use?

    I guess the argument would be that "Uncategorized" is better than "Transfer".

    It doesn't bother me so much since I mark transactions as Reviewed once I review them and I regularly look at the unreviewed ones. So I'll just fix the category when it comes in.

Leave a Comment

Rich Text Editor. To edit a paragraph's style, hit tab to get to the paragraph menu. From there you will be able to pick one style. Nothing defaults to paragraph. An inline formatting menu will show up when you select text. Hit tab to get into that menu. Some elements, such as rich link embeds, images, loading indicators, and error messages may get inserted into the editor. You may navigate to these using the arrow keys inside of the editor and delete them with the delete or backspace key.

Comment As ...

Categories