what happens when I manually enter a transaction and categorize it on the mobile app?

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Ian c
Ian c Member ✭
edited May 2023 in Using the Mobile App

what happens when I manually enter a transaction and categorize it on the mobile app and then the desktop app also downloads that transactions from the bank, do i end up with two transaction or do they automatically merge?

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  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    They should be Matched (merged). But do the download to the desktop first

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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