nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Investment Account Transfer Can't Match Downloaded Transaction

micdif

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.

Find more posts tagged with

download transactions

Transfers

Comments

NotACPA

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