Trouble with matching transactions
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This discussion was created from comments split from: Downloaded transactions aren't matching with corresponding Check Pay register entries.
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Best Answer
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Hello @Bob24
Thank you for taking the time to visit the Community to post your question, although I apologize that you haven't received a response.
Quicken Bill Pay is a service provided and managed by a third party company named "Metavante". Unfortunately, they have decided to discontinue this service.
To close the gap and ensure Quicken Members still can create and send bill payments through Quicken, we developed the new Quicken Bill Manager feature.
We understand how essential it is for bill payment services to "get it right" so our Teams focused on building a rock-solid foundation to add additional features and services as quickly as possible.
In regards to your issue with matching transactions, how are transactions entered into your register? Are the transactions entered automatically or they first presented in the Downloaded Transactions Tab?
If the transactions are not being reviewed before being entered into the register. I would consider changing the downloaded transaction preference, to see if that improves the ability to match the downloaded transactions to existing transactions in the register.
To learn more please, see the steps and information available here.
Thank you,
-Quicken Tyka~~~***~~~5
Answers
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I have the same problem in my WIN10 version. The scenario is as follows:
1. 10 July: Create and send a "Check Pay" transaction for $120.00 to "Jimmie the Dentist". Quicken creates a register item with Check # 90104
2. 23 July: Transaction downloaded as "Check 104" as the check # and "Paid Check 00000000104" in the memo field. Quicken DOES NOT match the transactions. I generally have to search the account for the same $ amount which brings up both transactions. I then delete the original which of course has all of my Category info. The new transaction does not. Next time I will do a "Manually Match" which I have tried before though I didnt find the original transaction. I have to ask, have the software people who designed the new bill pay utility ever used the old version? As I have read throughout these posts, things like this run rampant through the new version without any explanation that I can find. These problems betray the FUNDAMENTAL PROCESSES that we have come to expect after using Bill Pay FOR MANY MANY years. Forget about Quicken Support because they never have any Idea what I am talking about. They always try to explain to me how the program works and have even become a somewhat rude when I try to explain what is going on. Can we have the old Bill Pay back?0 -
Hello @Bob24
Thank you for taking the time to visit the Community to post your question, although I apologize that you haven't received a response.
Quicken Bill Pay is a service provided and managed by a third party company named "Metavante". Unfortunately, they have decided to discontinue this service.
To close the gap and ensure Quicken Members still can create and send bill payments through Quicken, we developed the new Quicken Bill Manager feature.
We understand how essential it is for bill payment services to "get it right" so our Teams focused on building a rock-solid foundation to add additional features and services as quickly as possible.
In regards to your issue with matching transactions, how are transactions entered into your register? Are the transactions entered automatically or they first presented in the Downloaded Transactions Tab?
If the transactions are not being reviewed before being entered into the register. I would consider changing the downloaded transaction preference, to see if that improves the ability to match the downloaded transactions to existing transactions in the register.
To learn more please, see the steps and information available here.
Thank you,
-Quicken Tyka~~~***~~~5
This discussion has been closed.