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Why does Quicken not recognize manually entered transaction?

Some stores, grocery or Costco as examples add the store # and date to the transaction downloaded from the bank. Quicken adds new transactions to the register although I have a renaming rule set up and have manually entered the transaction. The renaming rule changes from Costco* to Costco. I have to manually change the downloaded transaction and delete the duplicates. This makes using the program very inefficient.

Answers

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    "Quicken adds new transactions to the register although I have a renaming rule set up and have manually entered the transaction."
    I'd suggest at least turning off "Automatic entry."  That would eliminate the duplicate register entry though Quicken should indicate a "Match" that you could simply accept in the Downloaded Transactions area without changing the name.
    You might try deleting the renaming rule and then re-establishing.  It might have gotten corrupted somehow. 
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