Upcoming bills and auto matching

pstarfam

I have set up a few recurring bill as a reminder. These autopay and just hit my account when I update. Is there a way to have quicken match these downloaded transactions to the upcoming bill? right now I just "skip" this transaction. Thanks

Chris_QPW

If the reminder is entered into the register before the download they should automatically match, but only if the amounts are exactly the same.

Jim_Harman

I believe the matching window for Reminders to downloaded transactions is about +/- 5 days. You must accept or auto-enter the reminder before accepting the downloaded transaction.

Chris_QPW

Jim_Harman said:

I believe the matching window for Reminders to downloaded transactions is about +/- 5 days. You must accept or auto-enter the reminder before accepting the downloaded transaction.

I don’t know about into the future, but it is -30 days, this I did test recently.

Chris_QPW

If the reminder is entered into the register before the download they should automatically match, but only if the amounts are exactly the same.

Jim_Harman

I believe the matching window for Reminders to downloaded transactions is about +/- 5 days. You must accept or auto-enter the reminder before accepting the downloaded transaction.

Chris_QPW

Jim_Harman said:

I believe the matching window for Reminders to downloaded transactions is about +/- 5 days. You must accept or auto-enter the reminder before accepting the downloaded transaction.

I don’t know about into the future, but it is -30 days, this I did test recently.