Reject Automatic Transaction Match --> Return scheduled transaction to unpaid Bills & Income (Q Mac)

Devyn Member ✭✭✭

Quicken will sometimes incorrectly match a downloaded transaction to a scheduled transaction, marking the latter as paid. When we click "Reject Automatic Transaction Match", this splits the two, but still includes the scheduled transaction as paid in the register (though sometimes dated in the future) and marked for review with an orange pencil. It does not reappear in the Bills & Income tab as unpaid (if there are more dates in its schedule, the next scheduled date will appear as unpaid, but the "current" mismatched one does not).

My suggestion: When "Reject Automatic Transaction Match" is used, it should return the scheduled transaction to its complete unpaid state, including to the Bills & Income tab and its next scheduled date from before the mismatch.

4 votes

Reviewed · Last Updated