Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO
Manually accepting/matching downloaded transactions (Q Mac)

I recently changed from Quicken Home and Business for Windows to Quicken Premier for Mac. I have transactions that are scheduled direct with the vendor, or other items that I enter manually into the register in advance of the actual transaction taking place. When I get my bank update through web connect they automatically go straight into the register, and create duplicates to what I had manually created. In the Home and Business version, I was able to accept and/or manually match each transaction prior to it landing in my register. Is there any way to do this in the Quicken Premier for Mac?
If this is not possible, are their techniques to manually entering transactions so that they will automatically match the bank as they come in?
If this is not possible, are their techniques to manually entering transactions so that they will automatically match the bank as they come in?
0
Best Answer
-
smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
Meanwhile, you can add your VOTE to Restore Transactions Downloading Acceptance and Matching workflow
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 moment for your vote to register).
(If the triangle is black, your vote has already been counted.)
Your VOTES matter!
Have Questions? Check out these FAQs:- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadianuser since '92, STILL using QM2007)
0
Answers
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 moment for your vote to register).
(If the triangle is black, your vote has already been counted.)
Your VOTES matter!
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian