Downloaded transactions and reconciliation

Question

I download all my recent bank transactions and make sure everything is up to date. Then I transfer funds around between accounts to pay off my credit card bills. I then download again to make sure I haven't made any mistakes in the account transfers, then I reconcile my accounts. The next time I download account transactions from the bank, any downloaded transactions that have been previously reconciled are not recognized as such, so I have to go through all the downloaded transactions one by one manually to make sure there are no "new" ones in the batch. This is a real PITA. Is there any way to get Quicken to recognize the fact that some of the downloaded transactions have already been recognized?

Quicken Sarah · Answer

Hello @agobeil

Thank you for checking and confirming the downloaded ID's are different values.

With that information, I would recommend contacting Quicken Support for assistance with reviewing the log files that detail the internal communications between Quicken and the Financial Institution to determine the source of the duplicated transaction data.

Once we know the source, we'll know the next best steps to take to resolve this matter.

Please let us know how it goes with Support, thank you.

Sarah

agobeil · Answer

The ID's have different numbers. This is primarily an issue with transactions that have been reconciled.

Quicken Sarah · Answer

Hello @agobeil

Thank you for the response and providing those additional details, although I apologize that you have not yet received a follow-up response.

If you haven't already, please review the information and steps available here and let us know if the downloaded ID's are the same or different numbers.

Thank you,

Sarah