Bills marked as paid causing duplicate transactions

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Hello! I have just started yesterday using Quicken's bills pane, and I found today that it is now producing duplicate transactions. For instance, I paid my Amex payment yesterday via automatic draft, and so I marked that bill "paid" in the bills pane. This caused a "pencil" icon transaction to be manually made by marking the bill paid, and then also the bank downloaded a duplicate transaction from them.

Isn't the bills feature supposed to be catching this sort of stuff? Seems like it's going to cause me to end up with duplicate transactions, throwing off all of the numbers.

Thanks for any guidance you can offer! - Brad

Answers

  • Jon
    Jon SuperUser, Mac Beta Beta
    edited November 2022
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    In the account register you can drag the downloaded transaction onto the manually created transaction to combine them. I think over time Quicken will get smarter about doing that automatically; I generally don't have to match up transactions by hand anymore, but if the bill payment takes a long time to clear Quicken won't match them automatically because the dates are too far apart.

    Quicken Mac subscription. Quicken user since 1990.

  • braddery
    braddery Member
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    Interesting...ok I will try it. Thanks!
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