When I am matching my downloaded transaction manually, I do not like the way the program is working. Perhaps there is a setting in tools or something to help the program do what I want.
When I input deposits, I input each individual's name in the payee field so I can later look back and quickly find who has paid me. Sometime several of these people's checks get deposited on the same deposit ticket. When I reconcile the downloaded transaction, I have to manually match each individual transaction to clear the total deposit.
Quicken automatically then combines those individual transaction into one transaction with "deposit" as the payee, and the payee in the memo field. The reason I entered each of the transactions separatly in the first place was so I would have all the individual names in the "payee" field.
I hope I am being clear enough for you to help me understand how to better enter/work around what I am trying to do. Right now, I am deleting the downloaded (total deposit) transaction, and manually clearing the individual transactions during "reconciliation". The problem with this, is that those individual transaction will not show as cleared under the "manual match" during accepting downloaded transactions. I have to go into each transaction and do the "edit/ transaction/control copy/" thing and manually enter a check mark and clear date.
Is there another way to do this? Thanks for your Help.
Marie