Manual Entries between Accounts not Recognized on Quicken Download

Quicken Mac Subscription Member ✭✭✭
edited February 2022 in Investing (Mac)
I have observed that when I manually enter a transaction that involves a transfer between 2 accounts with the same institution, Quicken Downloads does not recognize these transactions and enters a new unlinked transaction in each account. (The dates on the transactions are the same)

This has occurred between investment accounts at Schwab (required minimum distribution) and between a checking account and a credit card at Chase.
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Comments

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Have you tried to manually match these two transactions together? Quicken Mac lets you drag the downloaded transaction over the already existing manual register transaction to effect a match and resolve the apparent duplication.
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