matching transactions
how do I manually match a transaction from one account to another?
Answers
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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-1 -
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
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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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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 list1