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Posted by Steve on September 20, 2008, 12:28 pm
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> Steve wrote:
>>> Don wrote:
>>>> I download my financial data, for my checking account, directly from
>>>> my bank's website, into Quicken Deluxe 08.
>>>> When I have to manually match a transaction, I choose that, and it
>>>> opens a little window, for me to find the transaction I am manually
>>>> matching, and I select it. For the most part, most transactions
>>>> match automatically, but occasionally I will need to do a manual
>>>> match. Ok, so in that manual match window, there are a couple of older
>>>> transactions, that go back to 07, that it still shows an an open
>>>> transaction I guess, that really should not be there, as my data is
>>>> current and reconciled daily when I do my download.
>>>
>>>> Is there any way, that I can get rid of these two transactions, so
>>>> they no longer show up as options to choose from, in the manually
>>>> match window?
>
>>> Yes there is. You need to tell Quicken that those transactions were
>>> already downloaded.
>>>
>>> Right-click one of those transactions, then hold down CTRL and
>>> left-click "Copy transaction". In the resultiing dialog, check the
>>> "Downloaded" box and put a date in the "Posting date" field. Click
>>> OK. Do the same to any transaction that should not be a candidate to
>>> match any downloaded transaction.
>
>> I have the same problem. The only time I see them is when an
>> unmatched transaction downloads in that account. Is there any way to
>> open the downloaded transaction block to see the unmatched without an
>> active transaction received?
>
> Sorry, I'm not following you.
>
> The only place you can see whether a transaction has been downloaded is by
> opening the "View Posting Date" dialog for an existing register
> transaction as I described above.
>
> This only works on transactions already in the register, but that is the
> only place it makes any sense. Any transaction in the "Accept
> transactions into register" window, is, by definition, "downloaded". No
> transaction in the "Accept ..." window should ever be a match to a
> register transaction that has already been downloaded.
>
> [I have suggested to Intuit, on more than one occasion, that it would be
> useful to make the Downloaded status and, especially, the Posting Date
> visible in at least one Quicken report. So far, no luck.]
>
> --
>
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
John,
I may not be saying it correctly, I have Q2009. So please bear with me.
> The only place you can see whether a transaction has been downloaded is by
> opening the "View Posting Date" dialog for an existing register
> transaction as I described above.
How or where do you find the "View Posting Date" dialog. Is there a special
view screen, filter, or report that shows all of them? I guess I've never
seen a field with that title. That's what I was poorly trying to ask. How
to find them and then go to the individual transaction to fix.
Steve
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