Upcoming bills and auto matching

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pstarfam
pstarfam Member ✭✭
edited January 2022 in Registers & Transactions (Windows)
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
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  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    If the reminder is entered into the register before the download they should automatically match, but only if the amounts are exactly the same.
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    This is my website: http://www.quicknperlwiz.com/
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
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    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.
    QWin Premier subscription
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    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.
    Signature:
    This is my website: http://www.quicknperlwiz.com/

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
    Options
    If the reminder is entered into the register before the download they should automatically match, but only if the amounts are exactly the same.
    Signature:
    This is my website: http://www.quicknperlwiz.com/
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Answer ✓
    Options
    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.
    QWin Premier subscription
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
    Options
    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.
    Signature:
    This is my website: http://www.quicknperlwiz.com/
This discussion has been closed.

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