Enter transaction manually vs download transaction

Bob Ball

I've just switched from Q2007 to current Quicken. I was accustomed to entering all transactions manually and I'm not out of the habit yet, although I'm also downloading. I make an on-line credit card purchase and enter it in Q. A day or three later, I download transactions from the bank, duplicates of the now-completed transaction, usually with more characters, all caps etc. than I prefer. My wish is that Quicken would compare amounts of manually-entered and downloaded transactions and ask me if the two transactions are the same and which do I wish to keep. I'm pretty sure that's too much to ask of a still-developing app for a somewhat spoiled user.

RickO

Quicken will usually do a good job of matching the downloaded transactions to the manually entered ones (that's how I do all of mine). One reason it may fail is if it's been too many days.

That said, if a match fails, you can manually match by dragging one transaction on top of the other. Quicken will learn from this and improve the matching going forward.

RickO

Quicken will usually do a good job of matching the downloaded transactions to the manually entered ones (that's how I do all of mine). One reason it may fail is if it's been too many days.

That said, if a match fails, you can manually match by dragging one transaction on top of the other. Quicken will learn from this and improve the matching going forward.