Downloaded Transactions used to match automatically; now they don't

robtoaz

I have many manual bills that used to be automatically matched to downloaded transactions so that I could easily reconcile my expenses. As long as I edited the scheduled bill so that the date and amount matched the downloaded transaction, then after I entered the scheduled bill the transaction would automatically match to the scheduled bill.

Now, after I upgraded to the latest version of Quicken, none of my downloaded transactions match automatically, and I have to do a manual match.

Is there an option I am missing to allow automatic matching? It is very inconvenient and tedious to manually match every downloaded transaction.

UKR

I believe that's a bug recently added to Quicken with the R 42.8 update.

Until they can fix it, the workaround is to switch to a different register or view, then switch back. The entry in the Downloaded Transactions tab should then show the expected (updated) Match.

Personally, I have always recorded scheduled reminders with the correct amount and date BEFORE I have downloaded transactions from the bank. That would trigger a Match as expected.