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Quicken Fails to Match Downloaded Transactions to Register Entries

Judith C. Conklin

Is anyone else having the problem that Quicken has begun to enter new downloaded amounts into a register when the transactions is already in the register with the exact same amount. Previously, Quicken would accurately match downloaded transactions to those already in the register.

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Comments

Tom Young

Here's a Quicken FAQ

https://www.quicken.com/support/quicken-downloads-transactions-which-are-duplicates-existing-register-entries

that deals with this problem. Look at the list in "Step 2" on that page and determine which situation describes what you're seeing, then follow the prescribed steps.

GumbyDammet

Unfortunately, the FAQ above does not solve the issue that I am getting with First Horizon TN. I have several automatic payments set up with companies (i.e. AT&T, Progressive) as well as bills that I pay directly on company websites. I use various tags in the check number field (RTS=Ready to Send, EFT=Completed EFT payment, AUTO=Automatic draft) to identify the status of a payment. I was previously with IberiaBank which merged with First Horizon and it appears as though I am no receiving arbitrary check numbers for transactions initiated outside of the bank. Is there a way to tell Quicken to ignore the check number when matching downloaded transactions to the register?