How to match downloaded transaction to existing register transaction?

TechnoJock
TechnoJock Member ✭✭✭
I'll enter a transaction on the due date into a register. Several days later, when it is processed by the bank it is downloaded.

In Quicken for Windows I have the ability to review the downloaded transactions, then match them to the transaction in the register.

In Quicken for Mac - I'm seeing two separate transactions - any clue as to how to get these transactions to match so I don't end up with two transactions (other then going back to Quicken for Windows)?

Answers

  • TechnoJock
    TechnoJock Member ✭✭✭
    When I drag either one of the transactions to the top of the other I get the all-too-familiar prohibitory symbol of Zero with Line Through it. I'm running ver 6.4.2.
  • TechnoJock
    TechnoJock Member ✭✭✭
    Thanks for your help. Ironically, the transaction that was auto-matched was correct - the newly downloaded transaction is the one that has the bank/vendor short-hand/numbers. I'm thinking that perhaps since this was a recent conversion from Quicken Windows - that may be the issue. I appreciate the help.
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