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thanks for the reply, but I'm trying to avoid comparing 100's of transactions and hoping I don't miss any. I guess to phrase the question better I would ask if syncing with the bank marks transactions so that when you return to sync again those transactions have been marked and will not be downloaded again... Or, quicken compares it's data with the online version and downloads any transactions that aren't current represented in the register. If the first version is the case, than I will have to manually add those lost transactions to quicken myself. If the second scenario is true, than quicken will download the missing items again, since they aren't represented in the registry. Does that make more sense? I'm trying to avoid a several hour procedure if possible. Thanks.splasher said:"Are they lost, or did the desktop pick them back up on the next sync. "
The best way to find out is to start Quicken on both computers and compare the contents of the registers that would have gotten new transactions.
Chances are you got everything, but the only way to know for sure is to do the comparison.
The bank doesn't care how many times your download a transaction. So, NO the bank doesn't "mark" what transactions have downloaded.splasher said:"Are they lost, or did the desktop pick them back up on the next sync. "
The best way to find out is to start Quicken on both computers and compare the contents of the registers that would have gotten new transactions.
Chances are you got everything, but the only way to know for sure is to do the comparison.
To explain the process, there is a field in each downloaded transaction called, FITId (Financial Institution Transactions Id) which is supposed to be unique for each transaction.splasher said:"Are they lost, or did the desktop pick them back up on the next sync. "
The best way to find out is to start Quicken on both computers and compare the contents of the registers that would have gotten new transactions.
Chances are you got everything, but the only way to know for sure is to do the comparison.
For notacpa, I didn't ask if the bank marked transactions, I was asking if QUICKEN, the program in question, actually marks each item. This was answered by splasher more exactly.splasher said:"Are they lost, or did the desktop pick them back up on the next sync. "
The best way to find out is to start Quicken on both computers and compare the contents of the registers that would have gotten new transactions.
Chances are you got everything, but the only way to know for sure is to do the comparison.
You CLAIM that you asked is Q marks the transactions ... but you didn't actually write that: "I would ask if syncing with the bank marks transactions" You NEVER stated "does Q mark the transactions". We can only respond to what you write ... not what you're thinking.splasher said:"Are they lost, or did the desktop pick them back up on the next sync. "
The best way to find out is to start Quicken on both computers and compare the contents of the registers that would have gotten new transactions.
Chances are you got everything, but the only way to know for sure is to do the comparison.
If you have Quicken running on two separate and distinct computers, when you perform a One Step Update the transactions downloaded are independent of the computer.splasher said:"Are they lost, or did the desktop pick them back up on the next sync. "
The best way to find out is to start Quicken on both computers and compare the contents of the registers that would have gotten new transactions.
Chances are you got everything, but the only way to know for sure is to do the comparison.
Thank you dental pain for the wonderful answer to my question. Now I know how to proceed, and I really appreciate the help. Thanks so much, Scotsplasher said:"Are they lost, or did the desktop pick them back up on the next sync. "
The best way to find out is to start Quicken on both computers and compare the contents of the registers that would have gotten new transactions.
Chances are you got everything, but the only way to know for sure is to do the comparison.
Notacpa, you need to find another hobby more suited to your temperament. Attacking users on a HELP FORUM seems counter productive, to say the least. Please take a page out of dental pain's playbook before you retire from service...splasher said:"Are they lost, or did the desktop pick them back up on the next sync. "
The best way to find out is to start Quicken on both computers and compare the contents of the registers that would have gotten new transactions.
Chances are you got everything, but the only way to know for sure is to do the comparison.
Scot, your comments are out of line. No one picked on you.splasher said:"Are they lost, or did the desktop pick them back up on the next sync. "
The best way to find out is to start Quicken on both computers and compare the contents of the registers that would have gotten new transactions.
Chances are you got everything, but the only way to know for sure is to do the comparison.
mshiggins, I realize that volunteers work this space. This is an important subject to me or I would't have taken time to post. I contrast the answer given by user dental pain to the answers given by notacpa and splasher, both suggesting I manually check transactions, which as I suspected and confirmed by dental pain's response, turned out to be completely unnecessary. Splasher gave me advice about white space and notacpa accused me of a Trump rewrite of history...ON A HELP FORUM! Snarky?splasher said:"Are they lost, or did the desktop pick them back up on the next sync. "
The best way to find out is to start Quicken on both computers and compare the contents of the registers that would have gotten new transactions.
Chances are you got everything, but the only way to know for sure is to do the comparison.
I think your biggest issue will be if your financial institutions support both the Win and Mac versions of Quicken for downloading of transaction.chris said:Dental Pain (love the User Name), are you running both instances on the same platform (Mac or Windows) or different? I'm "testing" Mac 2017 moving from Windows 2016 but before I do, I want to be sure I can keep both updated with the same transactions.
Appreciate your insight.
Thanks! So far, I haven't had any issues with downloading transactions on the Mac side (should have clarified I already bought it (download). My biggest issue, which I posted on another thread, is that the Calendar feature on the Mac edition isn't great.chris said:Dental Pain (love the User Name), are you running both instances on the same platform (Mac or Windows) or different? I'm "testing" Mac 2017 moving from Windows 2016 but before I do, I want to be sure I can keep both updated with the same transactions.
Appreciate your insight.
BTW, the scheduled transaction and past due issue does not exist in QM2007. So this suggests an issue that should be brought to Quicken's attention.chris said:Dental Pain (love the User Name), are you running both instances on the same platform (Mac or Windows) or different? I'm "testing" Mac 2017 moving from Windows 2016 but before I do, I want to be sure I can keep both updated with the same transactions.
Appreciate your insight.
Does QM2007 even have a calendar with forecasted balances? I was of the impression it didn't. But that was several versions back. I'll have a look at the link.chris said:Dental Pain (love the User Name), are you running both instances on the same platform (Mac or Windows) or different? I'm "testing" Mac 2017 moving from Windows 2016 but before I do, I want to be sure I can keep both updated with the same transactions.
Appreciate your insight.
sorry...you are correct that the forecasted balance does exist on the calendar for QM2007. I was thinking about the Forecast graph.chris said:Dental Pain (love the User Name), are you running both instances on the same platform (Mac or Windows) or different? I'm "testing" Mac 2017 moving from Windows 2016 but before I do, I want to be sure I can keep both updated with the same transactions.
Appreciate your insight.