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Posted by John Pollard on November 30, 2007, 9:48 am
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j.stammer wrote:
> I've been using Quicken for years but v2007 is pretty new to
> me (Home
> and Business version).
>
> I don't understand how to manually match a transaction. I
> downloaded
> my data and in my weekly paychecks, I go in and enter all the
> items as
> a split (taxes, 401k, etc.). Then I press accept. Well, I've
> had ~6
> months worth of transactions to do this to and for some reason
> they
> didn't all "accept." Maybe I hit "enter" instead, but
> regardless, the
> transaction was actually entered into the register, but I have
> the
> matching one in the downloaded ones, but it will not match to
> the
> register.
>
> I click on it and clicked on edit (which I finally found),
> then "match
> manually" I only have the choice of two transactions in that
> dialog
> box and they're not even close to being a match.
>
> What am I missing here?
I can't follow the steps you took with the downloaded
transactions, so I can't tell you what you might have done
differently.
But the Manual Match process excludes transactions that have
already been downloaded - either as "New" transactions or
"Match" transactions. So if the register transaction you want
to "manually match" has already been downloaded, it won't appear
in the manual match dialog.
You can tell whether an existing register transaction has been
downloaded by right-clicking it, then holding down CTRL while
left-clicking "Copy Transaction". If you see a check mark in
the "Downloaded" box and a valid date in the "Posting Date",
that transaction was already downloaded (or modified by the user
to make it appear to have been downloaded).
--
John Pollard
First initial underscore Last name at mchsi dot com
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