Transfers and Auto-Matching

BlueBuckeye

1) Why can't I jump to the other end of a Transfer between Q accounts with a click on the Category field? I could do that in Q2007 for Mac. Is there a way?
2) Similar to a Closed Issue with 2017Q-Mac, I see a matched and cleared transfer in one account that is Unmatched in the other. Both accounts are Reconciled. The transaction with red pencil in acct #2 was created as Inflow in (Checking) account#1 by my initial bank-sync and edited to become a transfer from account#2. It didn't Auto-Match a bank-sync xaction in (Brokerage) account #2. I've clicked the red pencil and don't see a Match action pop up. I've clicked both transactions in Acct#2 and don't see a Match action pop up. I haven't created The transactions have common date, payee and amounts, and the issue recurred for each monthly transfer of the same amount. (I find it interesting that Scheduled Transfers show up in both Bills and Income lists. You would think these would be only one or the other.)

smayer97

1) You can also add your VOTE to Add Option to Turn Off Auto-Categorization of Downloaded Transactions.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a few seconds for your vote to register).

While you are at it, you may want to add your VOTE to related IDEAS found on the 
List of Requests for Data Entry and Usability Options and Features. Click on the underlined link, then follow the instructions to add your vote to more related ideas. 

Your VOTES matter!

2) Matching is done in each register independently, just like in QM2007.

smayer97

1) You can also add your VOTE to Add Option to Turn Off Auto-Categorization of Downloaded Transactions.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a few seconds for your vote to register).

While you are at it, you may want to add your VOTE to related IDEAS found on the 
List of Requests for Data Entry and Usability Options and Features. Click on the underlined link, then follow the instructions to add your vote to more related ideas. 

Your VOTES matter!

2) Matching is done in each register independently, just like in QM2007.