I want to use the transaction (aka purchase) date and not the posting date

FarrelBuch
FarrelBuch Quicken Windows Subscription Member ✭✭
edited November 2022 in Registers & Transactions (Windows)
On my credit card's website I can see that for each transaction there is a purchase date and a posted date. They are usually 1 to 3 days apart. In my quicken register I would like to use the date of the purchase. That way I can export the data and analyze by behavior on Saturdays vs Tuesdays etc. How can I setup my downloaded transactions to use the transaction date as the date that is put in the "Date" column if I "Accept"
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Answers

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    You can’t. Quicken gets what the CC company sends which is commonly the posting date. Perhaps your CC offers that option, but I doubt it. 

    I manually edit the date of each downloaded transaction to be the transaction date. 
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    As an alternative, you can still do it the old fashioned way:
    Record each transaction in Quicken as it occurs, with the desired date, payee name, category, memo, etc.
    When the transaction downloads a few days later, Quicken will just simply match the downloaded data to the already existing register transaction, without making any further changes.
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