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    • 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: R61.20 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: R61.20 on Windows 11 Home

    • Quicken Windows 2017 Member ✭✭✭
      edited August 2024

      Thanks

    This discussion has been closed.

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