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Posted by John Pollard on April 11, 2007, 12:37 pm
Please log in for more thread options L wrote:
>> Hi;
>> I am somewhat new to financial software. I am trying to
>> link accounts and avoid duplicate entries. Every month I
>> have an automatic 200 dollars deducted from my checking
>> account and deposited into my IRA. If I change the
>> category at the bottom of the entry in my checking
>> register to "IRA" It will then duplicate this entry into
>> my IRA Register. The problem is there is already a
>> downloaded entry of the same transaction. So I end up
>> with two deposits instead of one. How do I link the
>> events so that quicken knows the one withdrawal matches
>> with the one deposit?
> The 'link' happens when you accept the downloaded
> transactions from the financial institution where you
> have your IRA.
> If your checking account withdrawal has the IRA account
> as the category, then
> the corresponding transfer should
> be in the IRA register before you download.
A small correction, which I personally find useful.
The Quicken transaction can be placed in the register anytime
before you "Accept" the downloaded transaction. It does not
have to happen before you download, just before you "Accept"..
> When you
> download the IRA transactions, be sure to 'match' the
> downloaded transfer to the transaction already in the
> register. Quicken SHOULD do that for you, but sometimes,
> if there is a check number of other info that shows up
> differently in the download, it shows as a 'new'
> transaction that you may have to 'match manually'.
--
John Pollard
First initial underscore Last name at mchsi dot com
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