Matching Transactions (Q Mac)
edited June 2021 in Registers & Transactions (Mac)
It seemed to me that in the Windows version, one could unmatch a downloaded transaction and rematch it, but I cannot find a way to do this in the Mac version. Am I missing something?
Quicken since 2009
Quicken Anja Moderator modHello @SRC1954,
Thank you for reaching out to the Community with your question.
To unmatch a transaction in Quicken for Mac; hold the Control key on your keyboard and click on the transaction you wish to unmatch. Then, let go of the Control key, and click the option for Unmatch Transaction. This will now separate the downloaded transaction from the manual entry transaction that it was matched to.
For instructions on how to match transactions, please refer to this support article.
I hope this helps!-Quicken Anja0
Thanks loads. I just now figured out that I can drag a downloaded unmatched transaction to the one I want to match it with. I think it would be more intuitive to right click and see the choice to unmatch it instead of using control key. I know it was more intuitive before in Windows version.
Quicken since 20090
SRC1954 said:I think it would be more intuitive to right click and see the choice to unmatch it instead of using control key. I know it was more intuitive before in Windows version.Quicken Mac Subscription • Quicken user since 19931
Welcome to the Mac!
I am unable to stop matching. The above method using control key or right click does not get me a "unmatch" option. Driving me nuts.0
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