Posting Date vs Transaction Date

nsbooklady
nsbooklady Quicken Windows Subscription Member ✭✭✭

Until the latest update, I was able to post transactions as they happen and, when I downloaded my bank info, they would take on the transaction date as entered OR download as a duplicate transaction. Now, all transaction dates are changing to the posted date and this is starting to take me a lot of time to correct. I need to know when purchases, etc, were made and NOT when they cleared the bank. I see this issue has been dealt with before but all threads have been closed so I had to start another one. The option of defaulting to the transaction date isn't in the preferences like was shown in some people's examples. So, how do I change it back to the transaction date without editing each transaction. It's taking more time than I care to take.

Comments

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    For newly downloaded transactions, please take a look at this setting in Edit / Preferences … is it on or off?

    image.png

    While you're on this view, also hover the mouse over the little (i) button for an additional explanation.

    The only way to mass-change existing register transactions is Edit > Find/Replace. Use with care, to avoid making unintended, incorrect changes. And backup your data file before starting to make changes.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @nsbooklady,

    We haven't heard back from you in a while. Do you still need assistance?
    Were you able to give @UKR's suggestion a try?

    Check back and let us know! Thank you.

    -Quicken Anja
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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Checking in once more before this thread is closed.
    Let us know if you still need assistance.

    Thank you!

    -Quicken Anja
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