Duplicate Bill Pay Transaction for November - Bank of America

Heidi O.

Hello - I had 2 November payments show up as scheduled in Quicken for the same month and one of them has cleared, but I am unable to delete the other one now. I checked my bank account and only one appears in my account so I am unsure why Quicken for Mac recorded two of them. I'd like to delete the one that has not cleared or merge it with the one that has, can I do this? It's obviously debiting my account twice which is incorrect.

Quicken Anja

Hello @Heidi O.,

Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.

Could you please provide which version of Quicken you have currently running?

• Quicken > About Quicken

I'd like you to test something if you don't mind. First, save a backup (just in case). Then, once the backup is saved-- On the bill pay transaction that has not cleared, please hold Option on your keyboard and click Delete at the bottom of the register. You should receive a dropdown menu at the top of the register-- choose the option Change to manual. Doing this should change the transaction from a bill pay transaction to a manual transaction and allow you to drag and drop the downloaded transaction to it to match them together. 

I'd like to see if doing this will "teach" Quicken to remember the match for that specific payee and automatically match them next time you make a payment and download it afterward.

Let us know how it goes!

John_M

Sounds like this same issue:

https://community.quicken.com/discussion/7883016/duplicate-entries-in-account-register-for-scheduled-transaction#latest

Quicken Anja

Hello @Heidi O.,

Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.

Could you please provide which version of Quicken you have currently running?

• Quicken > About Quicken

I'd like you to test something if you don't mind. First, save a backup (just in case). Then, once the backup is saved-- On the bill pay transaction that has not cleared, please hold Option on your keyboard and click Delete at the bottom of the register. You should receive a dropdown menu at the top of the register-- choose the option Change to manual. Doing this should change the transaction from a bill pay transaction to a manual transaction and allow you to drag and drop the downloaded transaction to it to match them together. 

I'd like to see if doing this will "teach" Quicken to remember the match for that specific payee and automatically match them next time you make a payment and download it afterward.

Let us know how it goes!

Heidi O.

Hi Anja, this worked well! I actually just clicked on "Delete" when the options came up and it seemed to work fine. Thanks!

Quicken Anja

You're welcome! Thanks for the update.

I'm glad to hear that worked for you.