Follow up to old question: "Sync" transactions from bank?

In the past, the only way I've been able to do something like that was to disable the account from downloading & then set it back up again. In my experience, once you've set it back up again, you'll get however much history your FI has (which could be a lot of xctns). I've also had situations where investment accounts didn't give me the option of reviewing the downloaded xctns before posting them into my register, which was quite annoying.

If you know what the missing transaction is supposed to look like, it may be much easier to create them manually. For non-investment accounts, if you want those transactions to be treated as though they were downloaded (i.e. ineligible for matching against subsequent downloads), if you'll right click the transaction & hold the Ctrl key while clicking Copy transaction(s) from the pop-up, you should see another pop-up, which includes a Downloaded Transaction section at the bottom.

Check the box & enter a date (you might be able to ascertain the posting date from a statement). That xctn will no longer be eligible for matching from subsequent matching.

Thx, Bartt

You mean disable one step update and then re-enable one step update?

I'm not using that - I'm simply going to my bank (Chase) web site and select download to QFX.

I have no idea what transactions are missing :)

"Evan Platt" wrote

So a while back {From: Evan Platt Newsgroups: alt.comp.software.financial.quicken Subject: Redownload deleted transactions? Date: Sat, 30 Jul 2011 23:27:22 -0700 Message-ID: )

I asked about how to redownload transactions from my bank into Quicken. Such that say I sync tranactions, but then delete a transaction by accident, if I re-import the QFX file, that missing transaction won't be redownloaded.

Is there a way to 'sync' or find that missing transaction?

In essence, what I'd like to do is compare a QFX file to my checkbook register, and be able to easily see "here's the transaction that's in the QFX file but not in Quicken?

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The simplest way I can think of is to create a New Quicken file, setup the account for downloading in that New file, and do a download.

A Banking > Transaction report from each file (or something similar) should tell you which transactions were downloaded to the New file, and whether those transactions were already in the old file.

You could also look at the QFX file directly (with an editor or word processor: Word is good, since it allows you to insert line breaks when the financial institution doesn't).