Have A Problem With Cross Linked Transactions

Quicken Windows 2017 Member ✭✭✭
edited September 2024 in Registers & Transactions (Windows)

I have two accounts, Call them Account1 and Account2.

I have a reconciled transaction in Account1 that is linked to an unreconciled transaction in Account2. I also have a reconciled transaction in Account2 that is linked to an unreconciled transaction in Account1. The problem is they are all the same transaction.

I would like to end up with a reconciled transaction in Account1 that is linked to a reconciled transaction in Account2 with the two unreconciled transactions gone.

How do I do this? If I start to delete one of the unreconciled transactions Quicken complains that it is linked to a reconciled transaction. Can I safely delete the unreconciled transactions without affecting the reconciled ones?

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Best Answer

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    You can safely delete the Reconciled transaction in either Account1 or Account2. You will get a popup message warning that you are about to delete a Reconciled transaction but just allow it to proceed. It will then delete the unreconciled transaction in the other account.

    This will leave just 1 Reconciled transaction in one account that is linked to 1 unreconciled transaction in the other account. You can then manually change the status of the unreconciled transaction to reconciled.

    Quicken Classic Premier (US) Subscription: R62.16 on Windows 11 Home

Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    You can safely delete the Reconciled transaction in either Account1 or Account2. You will get a popup message warning that you are about to delete a Reconciled transaction but just allow it to proceed. It will then delete the unreconciled transaction in the other account.

    This will leave just 1 Reconciled transaction in one account that is linked to 1 unreconciled transaction in the other account. You can then manually change the status of the unreconciled transaction to reconciled.

    Quicken Classic Premier (US) Subscription: R62.16 on Windows 11 Home

  • Quicken Windows 2017 Member ✭✭✭
    edited August 2024

    Thanks

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