Matched transactions won't go away - Qkn 2003

Hello -

How do I delete matched transactions (some are as old as 2/2006)?

Thanks for any help.

L Mehl

Reply to
larry mehl
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I've got matched transactions considerably older than that ... but I'm definitely not interested in deleting them.

Perhaps you could rephrase the question, and provide some more detail.

Reply to
John Pollard

If they are correctly matched to an existing register transaction, I see no harm in accepting them.

If you don't want to do that, you can delete them while they are in the "Accept transactions into register" window ... one-by-one. [Select the transaction, click its "Edit" button, then click "Delete".]

Hopefully, your financial institution offers the ability to select transactions for downloading based on a date range, so you could avoid downloading most of those transactions that were already downloaded.

If not, and you plan future downloads from the same source, you could pre-process the QIF file (in Notepad, say) and delete the old transactions before having Quicken import the QIF file.

Reply to
John Pollard

No.

I understood you that the (some) transactions had previously been downloaded.

If the transactions have already been downloaded, it doesn't matter whether those duplicate downloaded transactions are given a Status of "New" or "Match": if you are going to delete them without Accepting them, it doesn't matter what their Status is.

But if the downloaded transactions that downloaded previously are given the Status of "Match", I can't see any problem Accepting them.

I'll qualify that statement a bit, by saying that if the register transactions that are matched have already been reconciled, I don't know whether accepting the "duplicate" downloaded Match would change the "Cleared Status" ("Clr") from "R" to "c" (the only unwanted result I can think of). If not, there should be no downside to accepting the same transaction multiple times as a "match".

[All references to "match" above, assume the "match" Status is correct. Quicken does not always get the Status correct: accepting a downloaded transaction as a "match" when it should have been "new" is always wrong.]
Reply to
John Pollard

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