duplicate downloaded entries from Bank?

Question

Hi,

Looking for best-practice workflows to avoid duplicate entries using automatic downloads from my bank.  We currently enter checks manually when each is written, and a month later will see an auto download entry from the bank with the same check number, payee and amount.  Does Quicken have a built-in way of removing duplicates?  If not, what are you all doing to prevent duplicates?

thanks so very much!

Garrett

Jon · Accepted Answer

There seems to be some kind of time limit involved when Quicken auto-matches transactions. I've had some bill payments where the bank has had to issue paper checks & mail them, and by the time they work their way through the postal & banking systems as much as 3 weeks has gone by before the transaction downloads from the bank. Somewhere in the 2-3 week range there comes a point where Quicken won't automatically match them up to the original transaction I manually entered. I don't think there's any way to adjust that to widen the time window, you just have to manually match them up yourself.