Auto Match not working (Q Mac)

Art Shiver

Since the first of March my auto match has not functioned on my checking account

jacobs

Could you provide more information about what you're describing. Are you talking about entries you've previously entered manually not being matched to entries you subsequently download? Is it just one account? Is it lots of transactions or just certain ones?

Art Shiver

Only in one account, checking. Yes, previously entered manually does not match up with downloads.This was not the case until the first of this month. It suddenly stopped auto matching.

Quicken_Tyka

Hello @Art Shiver

Thank you for taking the time to visit the Community to report this issue, although I apologize that you haven't received a follow-up response.

I have a few questions to help isolate this issue a bit further. 

What is the name of the bank associated with this account? What is the connection type?  This is located under Settings > Downloads. Did you make a change to the connection type recently?

Does this occur with a specific payee/category or random?

Thank you,
-Quicken Tyka

Art Shiver

Thank you for addressing my problem. The bank is "American National Bank of Texas." Connection type is "Quicken Connect." I don't recall making a change to the connection type recently. This auto match problem is for all entries in this account beginning this month. I have considered copying this account, deleting it and importing it back into a new account. Thank, Art Shiver.

Quicken_Tyka

Hello @Art Shiver

Thank you for the response and the additional details. You could try removing the account using the process you have described.

You can also go to File > New Quicken file and test if this behavior still occurs. Although, there are no direct settings to change or correct matching behavior.

It may save you time and frustration to move forward and manually match the transactions. To do this, use your mouse to drag and drop the downloaded transaction on a manually entered transaction (or vice-versa) to match the transactions.

Overtime the matching process should improve and begin auto-matching again. I would also recommend navigating to Help > Report a Problem to report the issue, although the report will not receive a direct response.

Please let us know how you proceed and the results of any tests should you continue to troubleshoot.

-Quicken Tyka