My question is...when my bank downloads transaction to Quicken iOS, most of them need to be matched

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Coonlady
Coonlady Member
edited June 2021 in Using the Mobile App
My question is...when my bank downloads transaction to Quicken iOS, most of them need to be matched with a pre-entered transaction. How do I do this on the iOS app? I don't always have access to my PC, so any help is appreciated here!

Best Answer

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
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    Hello @Coonlady ,

    Thank you for reaching out to the Community with your question.

    Unfortunately, the Quicken Mobile app does not currently offer the ability to manually match downloaded transactions with manually entered transactions the way that the Quicken desktop programs do.

    Therefore, I'd like to refer you to this active Idea post regarding this topic instead. If you would like to see this feature be added in the future, you can go ahead and add your vote by clicking the up arrow underneath the vote count (see example below) as well as a comment explaining how this idea would be beneficial for you.



    Our Development and Product teams frequently use our idea posts in order to improve Quicken and implement new features requested by customers. 

    I hope this helps!

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

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
    Options
    Hello @Coonlady ,

    Thank you for reaching out to the Community with your question.

    Unfortunately, the Quicken Mobile app does not currently offer the ability to manually match downloaded transactions with manually entered transactions the way that the Quicken desktop programs do.

    Therefore, I'd like to refer you to this active Idea post regarding this topic instead. If you would like to see this feature be added in the future, you can go ahead and add your vote by clicking the up arrow underneath the vote count (see example below) as well as a comment explaining how this idea would be beneficial for you.



    Our Development and Product teams frequently use our idea posts in order to improve Quicken and implement new features requested by customers. 

    I hope this helps!

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

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