Adding Transactions in the Mobile App

David Green

I read through the FAQs. I see a how to on adding a transaction in the mobile app but I can't find the answer to this question. If I add a transaction in the mobile app, then I go to Quicken for Windows and download the transactions from my bank, will Quicken correlate the mobile transaction with the downloaded one, or will I end up with duplicates?

Quicken Diana

Hello@David Green

Thank you for posting your question in the Community today. Adding a transaction in the Mobile App, then running a One Step Update and downloading transactions in the desktop software will not result in duplicates.

If the transaction is entered manually in the app, then transactions are downloaded in the software, Quicken will MATCH the transaction using the Date, Amount, and Payee, preventing an additional transaction.

Similarly, if the transaction is added in the Moblie App through the download process, Quicken desktop will recognize the transaction using the Downloaded ID and will not add it again.

I hope this helps.

Thank you

Quicken Diana