Poor download transaction matching

Mike Q

Many times the auto-match feature in Quicken does a poor job of matching downloaded transactions with the actual transaction.

I significant problem I frequently encounter is that credit card payments from my checking account don't match the downloaded payment from the credit card company. Then it looks like I paid twice (and owe less) until I catch that a payment was recorded twice. The paid date and amount are identical, but Quicken can't match them.

There are other random transactions that also don't match properly. I finally added the "Statement Payee" column to my register. That helped make it much more obvious when Quicken was incorrectly matching things. I wish it could do a better job.

Mike Q

Thanks @RickO. I had no idea about the drag and drop behavior. I was looking for some kind of match option on the menus somewhere. I'll give it a try.