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401k Downloaded Transactions and Paycheck Transfers

I download transactions from my 401k. I also use the paycheck option in the Tax Planner. The Paycheck will transfer my (and employers) contributions into the 401k account.

Can I not match my contribution to the downloaded transaction? The option (on red pencil) is not available. The paycheck needs a category for the 401k transfer. Am I just doing the attempt to match incorrectly?

TDLR; I want to match my paycheck 401k transfers to my downloaded 401k transactions.

Best Answer


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