Quicken 2008 DeluxeEvery two weeks, I have $185 moved from my USAA savings to my USAA RothIRA. I set that up as a scheduled transaction in Quicken. So, that's a+ in my IRA. But when I update transactions, it sucks down a secondtransaction for the same amount. I need Quicken to know that theexisting transfer and the freshly-downloaded transaction are the samething and to "merge" or "link" tham.

How to "link" two transactions

May 07, 2010 2 Replies

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John Oliver 16 years ago

Quicken 2008 Deluxe

Every two weeks, I have $185 moved from my USAA savings to my USAA Roth IRA. I set that up as a scheduled transaction in Quicken. So, that's a

in my IRA. But when I update transactions, it sucks down a second transaction for the same amount. I need Quicken to know that the existing transfer and the freshly-downloaded transaction are the same thing and to "merge" or "link" tham.

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just me 16 years ago

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John Oliver 16 years ago

It tells me, "There are no transactions to match." But there clearly is... on 5/7/2010 there's a ContribX of $185 The transactions that are waiting to be accepted are the transaction where the money is used to buy shares and "New 5/7/2010 Automated Cash Reversal / 2010 AUTOMATIC DRAFTCONTRIBUTION +185.00"

How do I make it realize the two +185.00 are the same transaction?

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