Manual Entries between Accounts not Recognized on Quicken Download
Daffy Duck
Quicken Mac Subscription Member ✭✭✭
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.
This has occurred between investment accounts at Schwab (required minimum distribution) and between a checking account and a credit card at Chase.
0
Comments
-
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.
0
This discussion has been closed.
Categories
- All Categories
- 49 Product Ideas
- 35 Announcements
- 219 Alerts, Online Banking & Known Product Issues
- 18 Product Alerts
- 504 Welcome to the Community!
- 673 Before you Buy
- 1.4K Product Ideas
- 54.8K Quicken Classic for Windows
- 16.6K Quicken Classic for Mac
- 1K Quicken Mobile
- 824 Quicken on the Web
- 120 Quicken LifeHub
