Manually entered transactions

shely6875

Can someone please help me understand this…..

If I manually enter a transaction, Q will not "link" that to an uploaded transaction when it occurs?

I have several "pending" items from the beginning of April that I manually added so that my balances would be correct…..

How long do they sit there? Do I have to go and link them so that they clear? Do I just need to delete them?

It seems that the software should be able to match via name, date, amt and link the manually entered transaction to the downloaded transaction……

thank you all.

SRC54

Do you mean that the manual transaction won't automatically link to a recurring transaction when it later matches to a downloaded transaction?

I hadn't really ever thought about it, but yes, if you enter a manual transaction, you have to link it yourself to a recurring transaction.

The manual transaction should match with the downloaded transaction if they are the same amount. This doesn't always work but usually does. I don't have much problem with that.

A downloaded transaction that matches to a manual transaction won't link to a recurring because QS logically thinks they are different transactions. At least, that is my experience.

If you mean something else, please clarify. And I apologize if I have misunderstood.

EL1234

If you're entering a transaction manually and then linking it to a recurring series, it may be fewer steps to mark the reminder as paid (via the three dot menu) and then editing whatever details you want in the transaction it creates for you.

DryHeat

@shely6875

I don't think you are talking about recurring series, but I could be wrong about that. I think what you are saying is something like this:

1. You enter a manual transaction to represent, for example, a payment made from an account,
2. Later, Simplifi downloads transactions from that account, including one that represents that same payment,
3. Simplifi does not recognize that both transactions (manual and downloaded) represent the same payment,
4. So Simplifi does not merge them into one transaction and you end up with two transactions in the account.

Is that what is happening?

FWIW, in my experience Simplifi almost always merges such transactions but occasionally fails. But I don't manually enter very many transactions. @SRC54 does a lot of that, so he may be able to help.

EL1234

I've seen the same, and if you select both transactions there should be a button at the top to merge them.