Match Transactions

cstephens2020

I have setup Paycheck wizard from my checking account. Every paycheck, I contribute to my Fidelity HSA. My Fidelity transactions are downloaded as an investment account in Quicken.

In my paycheck wizard, I assign my HSA category as "Fidelity HSA" account. I am trying to match or merge the transaction. In my checking account, I have been able to match duplicate transactions which has been easy. In my HSA, it does not provide me to option to match the transaction. One caveat is my paycheck is deposited on Fridays, but my actual HSA deposit does not show in the Fidelity account until Wednesday. For Example, I was paid 5/1, but the deposit into the Fidelity HSA did not appear until 5/6.

Any guidance on matching the transactions so I can show a correct balance in my Quicken HSA account?

Thanks!

Quicken Anja

Hello @cstephens2020,

Thank you for reaching out to the Community with your question, though I apologize that you have not received a response yet.

It may be best for you to contact Quicken Support via phone or chat and have a one-on-one guidance session with one of our support agents. They have the ability to screen share with you (if you are comfortable doing so), so they can help you accomplish and set up exactly what you need and how you need it.

Alternatively, being that you are new to Quicken, you may also schedule a callback with our Quicken 1-2-3 team at an available time-slot that works best for you. This team has been specifically put together and trained for new Quicken users in order to help guide you through the program and give you a personal Quicken tour.

Thank you,

-Quicken Anja

Quicken Anja

Hello @cstephens2020,

Thank you for reaching out to the Community with your question, though I apologize that you have not received a response yet.

It may be best for you to contact Quicken Support via phone or chat and have a one-on-one guidance session with one of our support agents. They have the ability to screen share with you (if you are comfortable doing so), so they can help you accomplish and set up exactly what you need and how you need it.

Alternatively, being that you are new to Quicken, you may also schedule a callback with our Quicken 1-2-3 team at an available time-slot that works best for you. This team has been specifically put together and trained for new Quicken users in order to help guide you through the program and give you a personal Quicken tour.

Thank you,

-Quicken Anja

cstephens2020

Thank you for your support, these both seem like good suggestions.