Direct Connect Downloads to IRA - should NOT attempt auto match scheduled entries in other accounts

LeeIII
LeeIII Member
edited June 2022 in Investments (Windows)
Whenever I download transactions via Direct Connect to my IRA and Brokerage accounts, and quicken receives MiscExp adjustments from the broker, quicken always tries to match them to any and all scheduled transactions.

If a transaction has been scheduled to a specific account such as a Checking Account, then no automatic matches should be attempted from another account. This seems fundamental. Only attempt to automatically match within the same account.
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