Investment Account Transfer Can't Match Downloaded Transaction

micdif Member ✭✭

I auto-transfer from a savings account to my Roth IRA investment account monthly.

When my IRA account downloads it shows my contribution amount. I have the option to accept the transaction but there's no option to manually match it to the transaction that I auto-transferred into the account.

I'm left with two instances of the transaction so I am forced to delete the downloaded transaction to keep my account accurate.

What can I do so that I don't have to manually delete a transaction?

I can't delete the auto-transfer since then that account wouldn't have the contribution deducted from that account.


  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭

    What's "off" that's preventing the match? The date? The amount? Because, they should match.

    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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