Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Connect and Engage
The Community Meetup
The Water Cooler
The Lounge
Beta
Home
Quicken Classic for Mac
Investing (Mac)
Manual Entries between Accounts not Recognized on Quicken Download
Daffy Duck
I have observed that when I manually enter a transaction that involves a transfer between 2 accounts with the same institution, Quicken Downloads does not recognize these transactions and enters a new unlinked transaction in each account. (The dates on the transactions are the same)
This has occurred between investment accounts at Schwab (required minimum distribution) and between a checking account and a credit card at Chase.
Find more posts tagged with
Reconcile
Scheduled Transactions
Online Banking
Quicken Mac
Comments
UKR
Have you tried to manually match these two transactions together? Quicken Mac lets you drag the downloaded transaction over the already existing manual register transaction to effect a match and resolve the apparent duplication.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of