How do I get rid of "Is this the transaction for {date}"?
I am running Quicken 2018/2019 on Windows 10. I use reminders and manual bill pay. For example, I pay my credit card every Thursday, using the weekly reminder to enter the payment. When I click "enter," I get a series of messages, i.e., "Is this the scheduled payment for 1/10/2019?" "Is this the scheduled payment for 1/4/2019?" I must answer "No" to each. I have researched and the consensus online seems to be that there is no way to turn this off. As a workaround, I enter the transaction manually and then change the date of the reminder to next week. If I forget to do this, I get this annoying and useless series of questions again. After this happens, I can stop the questions by deleting the existing reminder and creating a new one, using a new name for the bill (i.e., change "Visa" to "Platinum Visa." Seriously, this is a LOT of extra time spent, especially while my significant other is in the process of learning to use Quicken. Could you PLEASE just give us the option to turn these questions off?
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Comments
Questions? Check out the Quicken Windows FAQ list
Thank you for taking the time to share your experience with the Community and I apologize for any inconvenience or frustration experienced.
To confirm, there is not currently a way to turn off the prompts for "Is this the transaction for" as the program is asking the question to ensure that the reminder being entered and any already downloaded/cleared transactions match correctly however, I can understand how frustrating the prompts can be and have changed this post to an "Idea" thread instead.
The Idea posts are reviewed directly by our Development Teams for insight on what future features/functionalities Users would like to see added and may be voted on by other Members of the Community. The more votes an Idea receives, the higher it is prioritized for possible future implementation.
As an alternate workaround, I would recommend entering the reminder(s) into the register first, then downloading transactions. The downloaded transaction should match to the already entered reminder and link them without causing the prompt for "Is this the transaction for".
Hope this helps, thank you.
Sarah