Transaction matching across accounts

jswville
jswville Quicken Windows Subscription Member ✭✭
anyone besides me have issue with transaction downloads not matching up well across accounts as in Transfers between accounts?

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Transfer detection is only guess work.

    Just tries to line up withdrawals and deposits from different accounts that are the same amount around the same time.

    For this reason if you use transfer detection you should certainly make sure that the confirm is on.

    You can check this in the preferences.

    In general long-term users suggest entering transfers manually we're using a reminder.  And then matching that transaction in the register to the downloaded transaction.
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