Quicken 2002, XG, 2004

Why did duplicate payments appear in my register when I downloaded transactions from my financial institution?

Possible Cause: When downloading transactions for the first time after your financial institution completes its migration to the Open Financial Exchange (OFX) protocol for online banking, you may receive payment history that already exists in your Quicken account register if any of the following have occurred:

• Data was exported and imported it into a new file.
• Payments were sent from more than one data file.
• Data was restored from a backup file.

To resolve this issue and prevent it from recurring, you will need to delete the original transaction and keep the restored one:

Solution

• Locate the original transaction in the register and make note of its cleared status (R, C, or blank) in the Clr column. If you reconcile your accounts regularly, the transaction is probably reconciled (R).
• Delete the original transaction:
• Select the transaction in the register.
• Click the Edit button, and then choose Delete Transaction.
• Click Yes at the confirmation message.
• Locate the duplicate, restored transaction that was just downloaded. Its status will show as C.
• Change its status to match the transaction that was deleted by clicking in the Clr column.
• Click the Enter button to save any changes to the restored transaction.
• Repeat these steps for each duplicate set of transactions.