How do I get Quicken to recognize a scheduled transaction and a downloaded transaction to be as one
I have a re occurring scheduled transaction to occur at the same time every month. I mark it as paid when I pay it. When I download my transactions, the same transaction is entered a second time so to speak. My question is can I make a criteria in quicken that says "we see you downloaded a similar transaction that has been entered already. Do you want to merge it?" So when I download my transactions the name of my scheduled transaction appears on the register instead of the name the bank gives it. I just want to mark the transaction paid once and not to every month to delete one of the 2 transactions. Any and all info is greatly appreciated
Answers
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I knew there was a way to do that, but I honestly did not know the program could do it that way. Seems so simple in those terms you provided. I have been a Quicken user Windows since the '90's but started using Quicken for Mac in the late 2010's. Thank you. I'll try it out soon enough
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