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- In the Downloaded Transactions list, select the near match transaction.
- Compare the downloaded transaction to the highlighted transaction in the transaction list above to find the difference between the two.The most likely reason for a near match is a difference in the commission amount or the share price.
- Edit the list transaction to match the downloaded transaction.The status of the downloaded transaction should now say Match.
- With the downloaded transaction selected, click Accept.Quicken changes the status of the matched transaction to Accepted.
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