Manually Change Downloaded Status of a Transaction

Bryan Schmiedeler

I have a transaction in a checking account that is matched to a payment in a credit card account. In the checking account the transaction is set as downloaded, but the matching transaction in the credit card is not. Verified that the entry is in both accounts on line. Both accounts are reconciled.

How do I manually change the credit card transaction to downloaded?

I have read elsewhere that you drag one transaction form account to the other and then they will match, but when I do this it just creates another transaction.

Any help would be greatly appreciated.

Bryan

Jon

If you want to manually clear the red pencil icon just click on it and change the status to Reviewed.

It's normal with a two-sided transaction like a credit card payment for one side to be downloaded before the other. If you pay with a check the payment could be credited to your credit card account before the check clears at the bank; if it's an electronic payment the money could be withdrawn from your checking account before the payment is credited to your card. I usually see a few days difference between those two actions.

It's unusual to have to manually mark a transaction as downloaded after it's been reconciled but I have had to do it once or twice.