UNMATCH NEAR MATCH??
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From: Bruce. on 13 Feb 2010 09:40 I'm downloading from Fidelity and I got a new reinvest dividend transaction. It is a NEW transaction, but Quicken has decided that it's a near match. The 2 transactions aren't really close: 1/30/2010 4.881 shares @ 10.87 $53.06 2/12/2010 1.202 shares @ 10.723794 $12.89 I wouldn't call that a near match but Quicken does. The problem is Quicken won't let me UNmatch them. The downloaded transactions (not accepted yet) only has an Accept and Delete button. Right clicking on the new transaction only yields Accept Transaction Accept All Transactions Delete Transaction No where I can find is there a choice to either unmatch the transaction or make the transaction new. My ONLY choices are to Accept it or Delete it. If I accept it the new transaction completely overwrites the one it calls a near match. So what can I do? How do I tell Quicken that those are NOT matches before accepting? Bruce.
From: John Pollard on 13 Feb 2010 11:25 Bruce. wrote: > I'm downloading from Fidelity and I got a new reinvest dividend > transaction. It is a NEW transaction, but Quicken has decided that > it's a near match. The 2 transactions aren't really close: > > 1/30/2010 4.881 shares @ 10.87 $53.06 > 2/12/2010 1.202 shares @ 10.723794 $12.89 > > I wouldn't call that a near match but Quicken does. > > The problem is Quicken won't let me UNmatch them. The downloaded > transactions (not accepted yet) only has an Accept and Delete button. > Right clicking on the new transaction only yields > > Accept Transaction > Accept All Transactions > Delete Transaction > > No where I can find is there a choice to either unmatch the > transaction or make the transaction new. My ONLY choices are to > Accept it or Delete it. If I accept it the new transaction completely > overwrites the one it calls a near match. > > So what can I do? How do I tell Quicken that those are NOT matches > before accepting? Change the date of the existing Quicken transaction to something like one year in the future. That should remove the "near match" status, and make the downloaded transaction, "New". After accepting the downloaded transaction, change the date of the pre-existing transaction back to the correct date. -- John Pollard news://<YOUR-NNTP-NEWSERVER-HERE>/alt.comp.software.financial.quicken Your source of user-to-user Quicken help
From: Bruce. on 13 Feb 2010 14:00 "John Pollard" <8plus7isf(a)gmail.com> wrote in message news:hl6joe$nv0$1(a)news.eternal-september.org... >> So what can I do? How do I tell Quicken that those are NOT matches >> before accepting? > > Change the date of the existing Quicken transaction to something like one > year in the future. That should remove the "near match" status, and make > the downloaded transaction, "New". After accepting the downloaded > transaction, change the date of the pre-existing transaction back to the > correct date. Ok thanks for the idea John. It there a place where I can report this bug? Bruce.
From: John Pollard on 13 Feb 2010 21:20 Bruce. wrote: > "John Pollard" <8plus7isf(a)gmail.com> wrote in message > news:hl6joe$nv0$1(a)news.eternal-september.org... >>> So what can I do? How do I tell Quicken that those are NOT matches >>> before accepting? >> >> Change the date of the existing Quicken transaction to something >> like one year in the future. That should remove the "near match" >> status, and make the downloaded transaction, "New". After accepting >> the downloaded transaction, change the date of the pre-existing >> transaction back to the correct date. > > Ok thanks for the idea John. It there a place where I can report > this bug? It's not a bug. -- John Pollard news://<YOUR-NNTP-NEWSERVER-HERE>/alt.comp.software.financial.quicken Your source of user-to-user Quicken help
From: Bruce. on 14 Feb 2010 11:34 "John Pollard" <8plus7isf(a)gmail.com> wrote in message news:hl7mkv$3jc$1(a)news.eternal-september.org... > It's not a bug. True, actually it's 2 bugs. It shound never have called those transactions a near match, and it shouldn't have left me with no option but to overwrite an existing transaction. I'll report the bugs via the Quicken email support. Bruce.
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