Restrict use of Quicken generated adjustment transactions

A reactivation of online services to an existing account should not result in an adjustment transaction being added to the transaction register. Further, such a transaction should not be added to the transaction register under any cicumstances unless authorized by the user through a pop-up dialog that explains why Quicken thinks an adjustment is needed. That explanation should include an explantion of the amount of the adjustment.

I would think that adding an adjustment transaction would only be triggered by te user explicitly performing a reconciliation of the account.

Thanks

Jim

6
6 votes

New · Last Updated