I'm having an issue with matching transactions

This discussion was created from comments split from: Trouble with matching transactions.

Comments

  • Quicken Diana
    Quicken Diana Moderator, Employee mod

    Hello @ TXShooter

    Thank you for posting in the Community, though I am sorry that you are experiencing this issue with tracking your paycheck via Bill and Income Reminder.

    I have two suggestions, the first is to create a memorized payee with split categories. To do this navigate to TOOLS > MEMORIZED PAYEE LIST > NEW PAYEE (bottom left) You will be able to create the payee and add all of the categories for which the check is to be allocated. Just be sure to choose the “lock and leave this payee unchanged when it is edited in a register” option at the bottom. When you enter the deposit transaction into the register, it will remain unchanged.

    Another suggestion is to try out the Paycheck Wizard. This tool will also allow for the deductions and allocations to be tracked accordingly. TOOLS > MANAGE BILL AND INCOME REMINDERS > ADD (top left) INCOME REMINDER > PAYCHECK SETUP WIZARD (blue link at the bottom of the window).

    Have a look and let us know if this will work for you.

    Thank you

    - Quicken Diana


  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    edited August 2020
    Hello @TXShooter

    Thank you for the response, although I am sorry to hear that the trouble continues to persist.

    At this time I would recommend contacting support directly for advanced troubleshooting steps.

    https://www.quicken.com/support#contact-support

    Quicken Care has the ability to initiate a screen share to view the issue in real-time to review and research this further.

    Thank you,

    -Quicken Tyka

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  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @TXShooter

    Thank you for the response, to create a new post on the Community, please see the steps at the link below.

    https://community.quicken.com/discussion/7849429/how-to-add-a-post-to-the-community#latest

    I hope this helps!

    -Quicken Tyka

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