Investment Account Transfer Can't Match Downloaded Transaction
I auto-transfer from a savings account to my Roth IRA investment account monthly.
When my IRA account downloads it shows my contribution amount. I have the option to accept the transaction but there's no option to manually match it to the transaction that I auto-transferred into the account.
I'm left with two instances of the transaction so I am forced to delete the downloaded transaction to keep my account accurate.
What can I do so that I don't have to manually delete a transaction?
I can't delete the auto-transfer since then that account wouldn't have the contribution deducted from that account.
Comments
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What's "off" that's preventing the match? The date? The amount? Because, they should match.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
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