Mark duplicate transactions

ajoy
ajoy Quicken Mac Subscription Member ✭✭

Quicken does not categorize transactions as effectively as Mint or other software. There should be an easy way to mark transactions as duplicates without deleting them.

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Why? How? If they're dupes, they're impacting the balance in the account. WHY would you not want them deleted?

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

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    edited March 22

    Be warned @ajoy is a Quicken Mac user.

    @ajoy You should be posting your Ideas in the correct categories because Quicken Mac and Quicken Windows have different features and even for the features that overlap, the process of doing things might be different.

    I'm going to flag all of your Ideas to the moderators to move them to Quicken Mac categories.

    EDIT: And note that you posted these is the category for the "community" which is for suggestions for improvement to the "forum"/website.

    Signature:
    This is my website: http://www.quicknperlwiz.com/
  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭

    new user postings …

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    edited March 23

    Note if transitioning from Mint, if you imported transactions from Mint and then downloaded transactions through Quicken's connection methods there are going to be duplicates that have to be dealt with because of the changing over from one system to another. But this should be a onetime thing. And as @RickO noted, Quicken Mac has an easy way to deal with them: drag one of them on top of the other. This "merges" them. The result is one transaction and Quicken learns from that too.

    Note I'm not sure why "marking them as duplicate" opposed to deleting them would be the right thing to do, who would really want a duplicate to remain a duplicate? But the really right thing to do is "merge" not "mark as duplicate" or "delete".

    Signature:
    This is my website: http://www.quicknperlwiz.com/
This discussion has been closed.