Manually accepting/matching downloaded transactions (Q Mac)

Scott Lawrence
Scott Lawrence Member ✭✭
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?

Best Answer

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    In most cases, the download transaction should automatically match to the manually entered one. If it doesn't, drag and drop the downloaded transaction on top of the manual one and they will become matched. If the amounts differ, you will get a confirmation dialog.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    Accepted Answer
    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!


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    (Canadian user since '92, STILL using QM2007)
  • mcasteel
    mcasteel Member ✭✭
    This just started happening for me on a Bank of America account I use for Bill Pay via Direct Connect. The pending payments, each assigned a number when Quicken sent them to the bank, do not get matched to the downloaded payment, they just sit in the register and cannot be deleted because they are 'pending' and have to be cancelled first--of course, they can't be cancelled either, presumably since the bank knows they have been paid. The completed payment transactions, with the same amounts but 'paid' instead of a number in the check # field, show up as duplicates. Dragging and dropping to merge the records is not permitted, the little circle-slash icon shows up when dragging either the original or the duplicate (the amounts match of course). Recovery consists of deleting the duplicate (acknowledging the alert about deleting a downloaded transaction) and putting a check mark in the Cleared box of the original. This may cause problems down the road, since Quicken is thinking that payment is still pending, at least that's why I can't delete it and have to delete the downloaded duplicate instead. This is using a newly-created file to which I imported ten years of history in order to get Direct Connect working after it failed. Quicken Version 6.0.1 (Build 600.37045.100) is what I'm using. No problems seen as yet in other accounts (which use Quicken Connect instead of Direct Connect).
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