Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Downloaded transactions hardly match register entries like before
CG Smith
Lately I've been noticing my Quicken (windows) app not recognizing 'very' similar transactions already entered in the register - sometimes with the same check number, not match up after being downloaded from my bank. Anyone else noticing this? Should I be enabling some kind of download setting for it to pick up on register entries?
Find more posts tagged with
Accepted answers
All comments
Frankx
Hi
@CG Smith
My experience has been that matching downloaded transactions to those already in a register is not an exact science. There are a number of factors that can have an effect on the matching process, including the payee name, the transaction amount, and the transaction date. And the Quicken application does utilize an algorithm to match transactions, but that is not foolproof.
Have you checked your settings for "downloaded transactions"? Go to: "Edit" > "Preferences" > "Downloaded transactions". The blue dot with the "?" in the bottom left provides some good information on the preferences and how they work. And the "Renaming Rules" button, will take you to your list of such rules.
And lastly, I have noticed that different financial institutions will download transactions that include much different data than others and that clearly affects the matching process. As an example, I have found that Chase's downloaded data rarely automatically matches to most Quicken transactions, but that has been the exception that I've seen.
Frankx
Rocheleaub1
I'm having a problem where downloaded transactions are matching to scheduled transactions incorrectly. I am having to be very careful when reviewing downloads since it is happening at least once or twice each time. If I catch it - it doesn't revert the scheduled transaction back to it's original date.
ajaykothari
I have a similar experience. However, it seems to be more prevalent in some accounts. It started happening in the past couple of updates to the application.
Quicken Anja
Hello
@ajaykothari
,
Thank you for taking the time to visit the Community, however, since this is an older post that was originally created back in March, it is less likely to receive an answer now.
I would suggest creating a
new post
for better visibility and to potentially receive responses from other users who may currently be experiencing the same problem. Doing so will also assist us with better tracking ability in the event that this issue may result in an escalation being required.
Please be sure to include a description of the issue, any error messages (
if applicable
) as well as the version of Quicken you have currently running (
Help > About Quicken
). The more information you are able to provide will help the Community to better understand and assist.
Thank you!
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of