Missing Downloaded Transactions

Chris18
Member ✭✭
Downloading transactions for my Chevron account, I noticed that two transactions were missing. I put them in manually but Quicken does not seem to recognize them. The transaction remain brown and have not turned blue. Also, I noticed that the opening balance adjustment amount has changed.
How do I correct this?
How do I correct this?
0
Best Answer
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AFAIK ... When you add an account to Quicken Mac by means of connecting and downloading transactions into the account register, the Opening Balance transaction uses a calculated amount based on all the downloaded information. Since this may not be correct, Quicken creates this transaction as a Placeholder transaction, marked in grey. Every time you add transactions to the register, the amount is recalculated.
To fix this, replace the placeholder O.B. transaction with a manually entered one that has the correct amount for the opening Date, based on what's shown on the bank statement for that date. The amount will no longer be recalculated.
5
Answers
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Hello Chris. Appreciate your question.
We need more information on this: When you enter a transaction, it should reflect in your current balance..
Can you share a screen shot of this issue? You can mark out any confidential information before sending it to us.Thank you in advance.
Respectfully,
~ Quicken Harold.Quicken Harold
Community Moderator0 -
AFAIK ... When you add an account to Quicken Mac by means of connecting and downloading transactions into the account register, the Opening Balance transaction uses a calculated amount based on all the downloaded information. Since this may not be correct, Quicken creates this transaction as a Placeholder transaction, marked in grey. Every time you add transactions to the register, the amount is recalculated.
To fix this, replace the placeholder O.B. transaction with a manually entered one that has the correct amount for the opening Date, based on what's shown on the bank statement for that date. The amount will no longer be recalculated.
5
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