Hello -
How do I delete matched transactions (some are as old as 2/2006)?
Thanks for any help.
L Mehl
Hello -
How do I delete matched transactions (some are as old as 2/2006)?
Thanks for any help.
L Mehl
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.
John --
The matched transactions appear below the checking account register, in the section called "Accept Transactions into Register". I have to scroll through them to find the transactions I import (QIF files) for the current month.
As I understand Quicken, they are already in my Checking Register and I don't need them anymore.
Larry
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.
John --
Thanks.
You said ..."If they are correctly matched to an existing register transaction, I see no harm in accepting them."
They have already been accepted.
I want to clean up the "Accept transactions into Register" frame section at the bottom of Quicken by deleting them.
Did you mean to say ... "If they are correctly matched to an existing register transaction, I see no harm in _deleting_ them. "
Larry
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.]Have something to add? Share your thoughts — no account required.
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