Have A Problem With Cross Linked Transactions

saberman

I have two accounts, Call them Account1 and Account2.

I have a reconciled transaction in Account1 that is linked to an unreconciled transaction in Account2. I also have a reconciled transaction in Account2 that is linked to an unreconciled transaction in Account1. The problem is they are all the same transaction.

I would like to end up with a reconciled transaction in Account1 that is linked to a reconciled transaction in Account2 with the two unreconciled transactions gone.

How do I do this? If I start to delete one of the unreconciled transactions Quicken complains that it is linked to a reconciled transaction. Can I safely delete the unreconciled transactions without affecting the reconciled ones?

Boatnmaniac

You can safely delete the Reconciled transaction in either Account1 or Account2. You will get a popup message warning that you are about to delete a Reconciled transaction but just allow it to proceed. It will then delete the unreconciled transaction in the other account.

This will leave just 1 Reconciled transaction in one account that is linked to 1 unreconciled transaction in the other account. You can then manually change the status of the unreconciled transaction to reconciled.

Boatnmaniac

You can safely delete the Reconciled transaction in either Account1 or Account2. You will get a popup message warning that you are about to delete a Reconciled transaction but just allow it to proceed. It will then delete the unreconciled transaction in the other account.

This will leave just 1 Reconciled transaction in one account that is linked to 1 unreconciled transaction in the other account. You can then manually change the status of the unreconciled transaction to reconciled.

saberman

Thanks