matching transactions

Aweiss Member ✭✭

how do I manually match a transaction from one account to another?


  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭

    Elaborate. As stated, I dont understand.

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

  • Aweiss
    Aweiss Member ✭✭

    usually, quicken asks you "Is this the same transaction as … "

    if he doesn't detect it how can i tell hin that its same transaction as another account

  • Quicken Kristina
    Quicken Kristina Moderator mod
    edited April 2023

    Hello @Aweiss,

    Thank you for reaching out to the Community. Are you asking how to mark something as a transfer between two accounts (eg using a checking account to pay a credit card, both of which are accounts tracked in Quicken)?

    Thank you.

    Quicken Kristina

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  • splasher
    splasher SuperUser ✭✭✭✭✭

    Change the category of the "new" transaction to be the account of the other transaction in square brackets ( [checking] as an example) and see if Quicken then asks "Is this the same transaction as … ".

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

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