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Posted by Jay M Apple on January 7, 2007, 11:51 am
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> >>> SNIP >>>>>>>>>>>
>
> > 4.) Do you visually examine your downloaded transactions while
> > they are in the "Accept transactions into register" window
> > (before you Accept them)? If so: do you see two downloaded
> > transactions for the same real-world transaction in that window?
> > If you don't examine your downloaded transactions before you
> > "Accept" them: shame on you.
>
> Yes, I examine them before accepting them, but it's not easy to determine
> which credit card transactions are a) real (e.g. purchasing the same
amount
> from the same store two days in a row; which does happen on ocassion), b)
> the vendor double billed us (also rare, but sometimes happens) or c)
Quicken > duplicate that should be deleted.
>
> Best,
> Christopher
>
>
A word in edgewise from the checks and balances corner.....
I fully acknowledge ahead of time the convenience and time savings derived
from downloading transactions
... ** BUT ** ...
for those of us who enter (non-investments) transactions from credit card
receipts and the like at or soon after time of occurrence, subsequent
downloads result in "Match" and when "New" appears, that is a blaring
announcement all is not well. I/my wife may have forgotten to record a
transaction from paper slip or email confirmation of scheduled autopay, we
entered some detail erroneously, vendor billed twice, FI hiccuped, and so
on.
Easy then to focus on issue and solve before much harm is done.
$0.02-worth, unreconciled.
Jay
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