Manual matching transactions

Recently transitioned to Quicken Mac from Quicken Windows, how can I manually match a transaction in Quicken Mac? Basically if I already have a transaction that was previously entered and after doing a bank sync a new transaction comes in that didn't match but should have. How can I manually match these two?

Best Answer

  • RickO
    RickO SuperUser, Mac Beta Beta
    Accepted Answer
    Just drag one on top of the other in the register. If the amounts are the same, they will just match. If the amounts differ, you'll be asked to confirm. If you have the Match Status column it will say "Matched (manual)" afterwards.
    Quicken Mac Subscription; Quicken Mac user since the early 90s

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    Accepted Answer
    Just drag one on top of the other in the register. If the amounts are the same, they will just match. If the amounts differ, you'll be asked to confirm. If you have the Match Status column it will say "Matched (manual)" afterwards.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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