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Rejected matched transactions against a scheduled transaction marks that transaction as paid

Using Quicken for Mac v5.9.2.  I have found is that if you download a transaction from your bank, and it matches to a scheduled transaction, and you reject that match, it marks the scheduled transaction as if you paid it (shows the orange pencil symbol). It should keep it as scheduled since you haven't paid it yet.  This has resulted in me missing some payments because I thought they had been paid and they have not.

Comments

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited January 2019
    Thanks for sharing.

    You should also use the "Report a Problem" option under the Help menu to submit this directly to the developers to review. You can even reference this thread. 

    You may also want to post your issue on the following thread as the product manager is currently monitoring that thread.
    https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-subscription-v5-9-released

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  • Unknown Member
    edited January 2019
    Thanks.  I actually started this with Support and they claim they are reporting the issue to the product team.  They asked that I share with the community.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited January 2019
    Ira Klein said:

    Thanks.  I actually started this with Support and they claim they are reporting the issue to the product team.  They asked that I share with the community.

    You may want to follow through on one of the other options too just to be sure. It certainly cannot hurt.
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  • UKRUKR SuperUser ✭✭✭✭✭
    edited January 2019
    How come you have a transaction to Payee Name e.g., "XYZ Corp.", that is NOT the same as a scheduled reminder transaction to that payee?
    To avoid confusion I recommend you use distinct Payee Names.
    For example, I have payments to make to one insurance company, for car and home insurance. To not confuse these two payments, I use distinct Payee Names:
    • XYZ Insurance {Auto}
    • XYZ Insurance {Home}
  • Unknown Member
    edited January 2019
    Ira Klein said:

    Thanks.  I actually started this with Support and they claim they are reporting the issue to the product team.  They asked that I share with the community.

    Will do
  • Unknown Member
    edited January 2019
    I don't think you understand the problem.  Your question "How come you have a transaction to Payee Name e.g., "XYZ Corp.", that is NOT the same as a scheduled reminder transaction to that payee?" does not make sense in the context of the issue.

    Quicken will sometimes match an inbound transaction from the bank - say an ATM withdrawal, to a schedule transaction to a specific payee that clearly is not "ATM...", just because the amount was the same.  Happens a lot when a scheduled payment and an inbound transaction are the same amount. Not sure why, but it does. 

    Not sure what you read in my description that made you think there was an issue with payee names...
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited January 2019
    Ira Klein said:

    I don't think you understand the problem.  Your question "How come you have a transaction to Payee Name e.g., "XYZ Corp.", that is NOT the same as a scheduled reminder transaction to that payee?" does not make sense in the context of the issue.

    Quicken will sometimes match an inbound transaction from the bank - say an ATM withdrawal, to a schedule transaction to a specific payee that clearly is not "ATM...", just because the amount was the same.  Happens a lot when a scheduled payment and an inbound transaction are the same amount. Not sure why, but it does. 

    Not sure what you read in my description that made you think there was an issue with payee names...

    Yes, unfortunately, the matching algorithm falls very short in that it does not rely on payee, check #, date, or much else except amount...though there are some apparent constraints on date that appear inconsistent.

    An unmatching of a scheduled transaction would make sense. BUT when I think of what it would take to program Quicken to do that, I know as a former developer, this will not be an easy task, as there are many conditions what will need to be taken into account, like what the state of the scheduled transaction currently is, does it need to be updated or re-created, has it been altered since the match was performed, and other conditions too I am sure. So I am not so sure how easy or if this can be easily be addressed via programming.

    At the very least, a warning message for the user to correct it manually might be the simple solution.

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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  • Unknown Member
    edited January 2019
    Ira Klein said:

    I don't think you understand the problem.  Your question "How come you have a transaction to Payee Name e.g., "XYZ Corp.", that is NOT the same as a scheduled reminder transaction to that payee?" does not make sense in the context of the issue.

    Quicken will sometimes match an inbound transaction from the bank - say an ATM withdrawal, to a schedule transaction to a specific payee that clearly is not "ATM...", just because the amount was the same.  Happens a lot when a scheduled payment and an inbound transaction are the same amount. Not sure why, but it does. 

    Not sure what you read in my description that made you think there was an issue with payee names...

    Dude - there is a "reject match" function there.  I've used it for years.  It now (didn't used to) changes the scheduled transaction to paid instead of leaving it as scheduled.  This is a change.  DIdn't use to do that.  
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited January 2019
    Ira Klein said:

    I don't think you understand the problem.  Your question "How come you have a transaction to Payee Name e.g., "XYZ Corp.", that is NOT the same as a scheduled reminder transaction to that payee?" does not make sense in the context of the issue.

    Quicken will sometimes match an inbound transaction from the bank - say an ATM withdrawal, to a schedule transaction to a specific payee that clearly is not "ATM...", just because the amount was the same.  Happens a lot when a scheduled payment and an inbound transaction are the same amount. Not sure why, but it does. 

    Not sure what you read in my description that made you think there was an issue with payee names...

    I'm well aware of the "reject match" function. 

    [edit] let me try that again.... matching to a scheduled transaction has been in place for a long time, since v3.1 (QM2016) released Feb 16, 2016. Also, there was a "newer" feature added as an option to automatically enter (mark as paid) scheduled transactions, since v5.1 (QM2018), released Oct 2, 2017...



    Could it be that you have this option turned on? Could it be the cause of what you are seeing?

    When did you start observing this changed behaviour?

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  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited January 2019
    Ira Klein said:

    I don't think you understand the problem.  Your question "How come you have a transaction to Payee Name e.g., "XYZ Corp.", that is NOT the same as a scheduled reminder transaction to that payee?" does not make sense in the context of the issue.

    Quicken will sometimes match an inbound transaction from the bank - say an ATM withdrawal, to a schedule transaction to a specific payee that clearly is not "ATM...", just because the amount was the same.  Happens a lot when a scheduled payment and an inbound transaction are the same amount. Not sure why, but it does. 

    Not sure what you read in my description that made you think there was an issue with payee names...

    (if you have e-mail notifications turned on, please ignore my previous reply and see my latest edit)
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

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    (
    Canadian Q user since '92, STILL using QM2007)

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