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From: drwtsn32 on 30 May 2010 12:35
When I manually match a transaction, Quicken displays a list of
candidates. Everything is fine EXCEPT one of the transactions is old
and always shows as a candidate. The transaction has been marked as
Reconciled in the register.

Is there a way for me to get Quicken to stop showing this old
transaction?
From: John Pollard on 30 May 2010 14:21
drwtsn32 wrote:
> When I manually match a transaction, Quicken displays a list of
> candidates. Everything is fine EXCEPT one of the transactions is old
> and always shows as a candidate. The transaction has been marked as
> Reconciled in the register.
>
> Is there a way for me to get Quicken to stop showing this old
> transaction?

Yes.

Quicken doesn't care whether an existing transaction has been reconciled.
Picture the case where you have been manually entering transactions and
reconciling them for months/years ... then you decide to start
downloading - you'd want Quicken to be able to match to your reconciled
transactions that had never been downloaded before..

Quicken does care whether an existing transaction has been "downloaded"
before: if it has, Quicken won't include it in the Manual Match list of
candidates.

Right-click the "old" transaction in your Quicken register. Hold down
CTRL while left-clicking "Copy transaction(s)". Put a checkmark in the
"Downloaded" box and put a valid date in the "Posting date" field (if you
don't know, you can just guess at this ... you could use the transaction
date, for example). That tells Quicken the transaction was downloaded
(even it it wasn't), and it should not appear in subsequent manual match
dialogs.

--

John Pollard
news://<YOUR-NNTP-NEWSERVER-HERE>/alt.comp.software.financial.quicken
Your source of user-to-user Quicken help


From: drwtsn32 on 30 May 2010 22:14
On May 30, 11:21 am, "John Pollard" <8plus7...(a)gmail.com> wrote:
> drwtsn32 wrote:
> > When I manually match a transaction, Quicken displays a list of
> > candidates.  Everything is fine EXCEPT one of the transactions is old
> > and always shows as a candidate.  The transaction has been marked as
> > Reconciled in the register.
>
> > Is there a way for me to get Quicken to stop showing this old
> > transaction?
>
> Yes.
>
> Quicken doesn't care whether an existing transaction has been reconciled.
> Picture the case where you have been manually entering transactions and
> reconciling them for months/years ... then you decide to start
> downloading - you'd want Quicken to be able to match to your reconciled
> transactions that had never been downloaded before..
>
> Quicken does care whether an existing transaction has been "downloaded"
> before: if it has, Quicken won't include it in the Manual Match list of
> candidates.
>
> Right-click the "old" transaction in your Quicken register.  Hold down
> CTRL while left-clicking "Copy transaction(s)".  Put a checkmark in the
> "Downloaded" box and put a valid date in the "Posting date" field (if you
> don't know, you can just guess at this ... you could use the transaction
> date, for example).  That tells Quicken the transaction was downloaded
> (even it it wasn't), and it should not appear in subsequent manual match
> dialogs.

Excellent...thank you so much for the explanation and workaround!
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