Auto Match Downloaded Transactions Not Working

Brian D. Saylor
Brian D. Saylor Member ✭✭✭
in Download, Add/Update Accounts (Windows)
Since the last release, the "Auto Match Downloaded Transactions" does not work. Creating duplicate entries that have to be manually matched. Primarily happening on my Fulton Bank account.

Version: 31.12
Build: 27.1.31.12
Financial Institution: Fulton Bank
Connection: Web Connect
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Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @Brian D. Saylor,

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

    If you haven't already, to start with, I suggest you try to Validate your data file by following the steps below. However, I do recommend that you also Save a backup of your data file first before trying these steps (just in case).
    1. Navigate to the File menu
    2. Select File Operations
    3. Validate and Repair...
    4. Select Validate file
    5. Click OK
    6. Close the Data Log
    7. Close Quicken (leave it closed for at least 5 secs)
    8. Reopen Quicken and see if the issue persists.
    You can also try to Super validate the copied file by holding down the Ctrl + Shift keys on your keyboard while selecting Validate and Repair... (step 3) which will give you the option to Super validate file instead of Validate file.

    Let us know how it goes!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Brian D. Saylor
    Brian D. Saylor Member ✭✭✭
    Followed the instructions as written and no change, still does not auto-match downloaded transactions.
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @Brian D. Saylor

    Thank you for taking the time to report this issue. We are seeing reports of various issues with matching and we are currently investigating these reports further.

    If you have not done so already, please open Quicken and navigate to Help > Report a Problem and report this issue using this form.

    This report will be used to investigate and research this issue further. 

    Thank you,

    -Quicken Tyka

    ~~~***~~~
  • Brian D. Saylor
    Brian D. Saylor Member ✭✭✭
    Report submitted, any updates?
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    edited February 2021 Answer ✓
    Hello @Brian D. Saylor

    Thank you for submitting the report and following up!

    The R31.20 release includes a fix for issues with matching.
    • Fixed: Issue with downloaded and cloud-synced transactions not automatically matching to manual transactions.
    To install this update, please visit the link below and follow the step to update.

    https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product

    Please let me know if this update corrects the issue for you.

    -Quicken Tyka
    ~~~***~~~
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