Manual Entries between Accounts not Recognized on Quicken Download

Daffy Duck
Daffy Duck Member ✭✭
edited February 24 in Investing (Mac)
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.

Comments

  • RickO
    RickO SuperUser, Mac Beta Beta
    Can you post a screenshot of these transactions, including the column headers and with the Transfer column in view?


    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • UKR
    UKR SuperUser ✭✭✭✭✭
    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.
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