duplicate downloaded entries from Bank?
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
Best Answer
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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.
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Answers
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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.
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Thank you both!
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