Matching already downloaded and accepted transactions.

Posted by stoleru on August 19, 2007, 2:43 pm

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I have a bunch of transactions that ought to have been matched to
automated form split transactions but were not. While just downloaded
transactions can be manully matched I can't seem to find a way to
retroactivelly match.

Any help would be greatly appreciated.

Posted by Ben on August 19, 2007, 3:52 pm

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If you've already matched it and it appears in your register, delete the
other one waiting to be matched.

>I have a bunch of transactions that ought to have been matched to

> automated form split transactions but were not. While just downloaded

> transactions can be manully matched I can't seem to find a way to

> retroactivelly match.

> Any help would be greatly appreciated.

Posted by John Pollard on August 19, 2007, 4:55 pm

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"stoleru" wrote

> I have a bunch of transactions that ought to have been matched

> to

> automated form split transactions but were not. While just

> downloaded

> transactions can be manully matched

> I can't seem to find a way to retroactivelly match.

It can't be done.

Depending on how you choose to approach the problem, you may
want to capture the Posting date from the downloaded
transactions and update the non-downloaded transactions with it.

To view/modify Posting date: right-click a transaction, then
hold down CTRL while left-clicking "Copy transaction". (If
modifying, you should also check the "Downloaded transaction"
box.)

--
John Pollard
First initial underscore Last name at mchsi dot com
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