Manually match transaction in Brokerage Account

terrybader
terrybader Member ✭✭
Started a Schwab account and all setup now and connected.

Entered in my Banking / Checking Account $100 payment to the Investing / Schwab account.

Did an update and the download did not match transactions and there is no manual option to merge them.

The amounts for both are the same and it looks good to me.

Is this not a current ability of Quicken?

Comments

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    First do you have automatic transaction entry mode off for investment accounts?
    If you do, you will see a Downloaded Transactions tab.

    I suggest not using automatic transaction entry mode in investment accounts because there are bugs where when Quicken does a "partial match" it gets "stuck" in the hidden Downloaded Transactions tab.

    But to answer your question, I don't believe there is a manual match in investment accounts.

    That still leaves the mystery of why the two transactions didn't match.
    Maybe if you posted a screenshot of both, someone might be able to tell you why they didn't match.
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