Matching one downloaded transaction to multiple scheduled transactions on Quicken for Mac

PaisleyDuctTape

I have a monthly bill for which autopay was disabled. By the time I was alerted to this, I needed to make up 3 payments all at once. As a result, I have three scheduled transactions in my register that I would like to match with the one manually paid transaction. How do you match multiple scheduled transactions with one downloaded transaction? I'm using Quicken for Mac Version 7.3.1.

jacobs

You can't match multiple transactions to one downloaded transaction.

What I would do is mark the three scheduled transactions as paid. Delete two of them, and then match the remaining g one with the downloaded transaction with the correct amount. (If you want a record of what happened, instead of deleting the two transactions, you could set the Amount to zero and enter a note in the Memo field.)

PaisleyDuctTape

Thank you! I appreciate your solutions.

RickO

Another way to document this would be to split the remaining transaction and show each of the original transactions in three split lines, with a memo on each split line recording the original due date and any other relevant info. On the memo field of the top line, you could put something indicating it was a makeup payment.

jacobs

You can't match multiple transactions to one downloaded transaction.

What I would do is mark the three scheduled transactions as paid. Delete two of them, and then match the remaining g one with the downloaded transaction with the correct amount. (If you want a record of what happened, instead of deleting the two transactions, you could set the Amount to zero and enter a note in the Memo field.)

PaisleyDuctTape

Thank you! I appreciate your solutions.

RickO

Another way to document this would be to split the remaining transaction and show each of the original transactions in three split lines, with a memo on each split line recording the original due date and any other relevant info. On the memo field of the top line, you could put something indicating it was a makeup payment.