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transactions manually added keep downloading in duplicate

occativ43

I have manually entered my brokerage transactions and every time I update it re download the same transaction. I delete them and then when I update the accounts again, the duplicate transactions keep re downloading. How can I stop them from downloading in duplicate ? Thank you

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Accepted answers

jacobs

Drag the downloaded transaction over the one you entered manually, and it will merge the two (e.g. delete the duplicate).

It is also supposed to "learn" this behavior and do it automatically in the future, but with the recent changes to QuickFill rules, I'm not sure if that functionality still exists.

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jacobs

occativ43

> @jacobs said:
> Drag the downloaded transaction over the one you entered manually, and it will merge the two (e.g. delete the duplicate).
>
> It is also supposed to "learn" this behavior and do it automatically in the future, but with the recent changes to QuickFill rules, I'm not sure if that functionality still exists.

Thank you very much. I tried finding the answer on my own.

occativ43

OK what if all of the details of mutual fund buys over years comprise the duplicate and there isn't one trade to drag it over? Thank you