Matching a cleared check by number to a check in Quicken register
Best Answer
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Based on a lot of feedback and personal experience, check # does not appear to be part of the matching criteria (if it is, it is very low on the matching priority)... even date has limited use in matching... the one thing that is 100% part of the criteria is amount.
That said, the matching criteria is a hidden mystery not documented anywhere nor ever revealed by Quicken, so ultimately it is a guessing game, and no one knows if they are the same for QWin and QMac or not. You may have just been luckier that others on QWin.
The one thing that will prevent a match is if a transaction has already been matched. So that would be one thing to check.Have Questions? Help Guide for Quicken for Mac
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(Canadian user since '92, STILL using QM2007)
5
Answers
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Is the check amount the same? Is the date the same? Is the check number which was downloaded different from what you entered manually (e.g. you enter "1234" and the bank download comes in as "0001234")?
What happens if you drag your manual entry over the downloaded entry? Does Quicken merge them?Quicken Mac Subscription • Quicken user since 19931 -
Based on a lot of feedback and personal experience, check # does not appear to be part of the matching criteria (if it is, it is very low on the matching priority)... even date has limited use in matching... the one thing that is 100% part of the criteria is amount.
That said, the matching criteria is a hidden mystery not documented anywhere nor ever revealed by Quicken, so ultimately it is a guessing game, and no one knows if they are the same for QWin and QMac or not. You may have just been luckier that others on QWin.
The one thing that will prevent a match is if a transaction has already been matched. So that would be one thing to check.Have Questions? Help Guide for Quicken for Mac
FAQs: Quicken Mac • Quicken Windows • Quicken Mobile
Add your VOTE to Quicken for Mac Product Ideas
Object 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(Now Archived, even with over 350 votes!)
(Canadian user since '92, STILL using QM2007)
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Thanks very much for your help0
