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Can't match transactions manually resulting in duplicates.

The title pretty much says it all, Q2009 deluxe and now Q010 deluxe will NOT show the entire transaction list when I select "match manually" on a downloaded transaction.

Earlier versions showed the whole transaction list and I could select the proper transaction which might be a bit different, such as one day off on the date (date I wrote the check as opposed to the date the bank recorded it, etc.) so I have a duplicate transaction for about 25% of my downloaded transactions.

Any way I can fix this? What I need is for Quicken to show the whole transaction list for manually matching as earlier versions did, not just some of them.

NOTE: It's not all that hard to delete all the duplicates when I reconcile an account but I didn't have to do that with earlier versions.

Reply to
XS11E
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I don't believe Quicken ever showed the "whole transaction list for manually matching".

The transactions available for Manual Match were the same transactions available for "Match" ... transactions that had never been downloaded (either as "New" transactions, or "Match"ed by downloaded transactions).

Transactions that Quicken believed had been downloaded before were not available for matching.

I have seen no evidence that this concept has changed.

[Q2008 Premier, Q2009 RPM, and Q2010 RPM.]
Reply to
John Pollard

To me, this is new behavior. Prior versions (not sure when it changed but certainly Q08 and earlier.) would show the entire transaction list when I selected manual match. If I download a payment to a company that Quicken couldn't match, rather than accept the duplicate I could select edit/manual match and scan back through the *entire* register, now I select edit/manual match and see only a very few transactions, none of which are in any way related to the one I'm trying to find so I click accept, go back to the date and delete the duplicate. It's a PITA.

Reply to
XS11E

And I still need a fix, anyone?

Reply to
XS11E

And (despite the fact that you don't believe me) the "fix" is to tell Quicken that none of your existing transactions were ever downloaded.

And the only way to do that is to right-click each register transaction (that doesn't appear in the Manual Match dialog), hold CTRL while left-clicking "Copy transaction(s), then uncheck "Downloaded Transaction", and clear the "Posting Date" field.

Enjoy.

Reply to
John Pollard

I've never known you to be wrong before, John, but I've been running Quicken since ????? and I KNOW for a fact that with earlier versions I could ALWAYS match a transaction because Quicken displayed the entire register. This problem only began with Q2009.

It occurs to me that time also coincides with my shifting my account to a different brokerage, I'm wondering if that could that explain it?

I don't know if that's worth a try or not, it's pretty easy to pick up the duplicates when reconciling and deleting them then. I also can almost always recognize a duplicate and it's easy, after accepting them all, to go to the date(s) and delete duplicates.

But none of the above is as easy as displaying the entire register...

Reply to
XS11E

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