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Subject Author Date
Manually match transactions list Danny Kile 10-26-2006
Posted by Oilcan on October 26, 2006, 8:54 pm
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John,

Helpful as always. Thanks!

John Pollard wrote:
> >I have to match some transactions manually and the manually
> >match list contains some transactions that have been
> >reconciled.
> >
> > Does anyone know where it gets the list of transactions to
> > match from? Mine has transactions going back six to eight
> > months, that should all be reconciled, how do I remove them
> > from the list?
>
> The manual match routine justifiably does not care about whether
> existing transactions have been reconciled, only whether they
> have been downloaded before.
>
> The manual match routing looks at the "Downloaded" attribute and
> the "Posting Date" to determine whether the transaction has been
> downloaded already. If the Downloaded box is checked and the
> Posting date is not blank, Quicken treats the transaction as
> having been downloaded.
>
> To view and modify those two fields, select the transaction in
> the register, right-click, hold down CTRL and left-click on
> "Copy Transaction"; make the necessary changes in the "View
> Posting Date" dialog.


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