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Posted by John Pollard on July 20, 2006, 10:19 pm
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> Can anyone tell me what order and how many items are matched
> on a
> "QIF" import.
> I'm importing to a checking account. Quicken import says it
> has a
> match on money taken out thru my ATM on other ATM dates than
> the
> correct date of the ATM withdrawal leaving an incorrect
> balance.
> I can change the match to new but I'm wondering why it doesn't
> recognize the different dates. I'm using Quicken 2004
I think you're barking up the wrong tree with your question;
even if you could get an exact answer to the matching criteria
... you couldn't do anything about it.
I can tell you that the matching criteria for QIF file imports
are noticeably more liberal than the matching criteria for Web
Connect or Direct downloads. Why? Because you can easily
import the same QIF file data multiple times; while you can't do
that with Web Connect or Direct downloads.
No Quicken match rules for any type of download/import get the
matches correct every time.
The best solution: find an fi that offers Web Connect - or
better yet, Direct - downloads.
--
John Pollard
First initial underscore Last name at mchsi dot com
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