1. My Transfers are not longer matching? and 2. how to I eliminate the duplicate transaction

James Young

I download checking and credit card transactions. In the past when I go to the cc payment transaction and select transfer with the checking account I get the match pop (we found a matching transaction I say yes and they match. Now (since the recent update) when I select the transfer to the checking account it does not pull-up the dialogue box) if I enter (without a match) it then duplicates the downloaded transaction in the checking account? Why is this happening and 1. how do I get the transactions to match and 2) now that I duplicated the transaction in checking if I delete it from checking it then deletes the downloaded transaction from Credit Card, so how do I eliminate the duplicate in checking with out eliminating the downloaded payment in the credit card account?

RickO

I'm not sure why auto-match isn't working for you in this case. It may have to do with which transaction was downloaded first, so you may want to try both orders to see if that affects the result.

But when it fails, in the register with the duplicate transactions, just drag one and drop it on top of the other. This will force a manual match of the two transactions, combining them into one. It may also cause Quicken to learn this match for the future.

RickO

I'm not sure why auto-match isn't working for you in this case. It may have to do with which transaction was downloaded first, so you may want to try both orders to see if that affects the result.

But when it fails, in the register with the duplicate transactions, just drag one and drop it on top of the other. This will force a manual match of the two transactions, combining them into one. It may also cause Quicken to learn this match for the future.

James Young

Thank you. Still not auto matching like it was prior but at least the drag and drop repairs the duplicate