Issues with transaction D/L - and not Matching existing and/or setting as Cleared
This involves 2 different accounts and has been ongoing for MONTHS. I am tired of creating a test file where things work then going back to the real file for the d/l to work for one day. As you see from my screenshots. One has had a transaction d/l as cleared but hasn't marked it as cleared and the online balance knows it is cleared. The 2nd one has d/l a scheduled transaction, the name is identical, the $ amount is identical, but Q didn't match it. This happens all the time and if the transaction is cleared days after the schedule and I miss it then suddenly I'm looking at overdrafts. I have to go back to find what wasn't cleared and look to see if it really did clear. I'm beginning to think that Q needs to be replaced with Excel.
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