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.
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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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(Canadian Q user since '92, STILL using QM2007)
- Where to find a Help Guide for Quicken for Mac?
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(Canadian Q user since '92, STILL using QM2007)
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:
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...
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.
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(Canadian Q user since '92, STILL using QM2007)
[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?
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
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COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)