Mobile entry transactions are getting marked as cleared BEFORE the matching transaction

Question

For at least a month now, I've noticed that transactions that I'm POSITIVE I entered in the mobile app a few days earlier, end up downloading from my bank and do not find a match.  Through the manual search process, I'm able to find the original I entered and have caught Quicken putting a "C" in the original transaction (thus it cannot be matched to a new downloaded bank transaction).  How is this happening?  No one else has access to my data file.  I'm the only one that runs the one step updates.

katwitch · Answer

I worked with Quicken support on this issue and ultimately ended up  turning off direct connect, which seems to have resolved the issue.  Web express syc works, but of course I had to give up a couple of the features you get with direct connect.  First level quicken support was laughable - they just kept trying to blame me and they couldn't understand the problem.  I had to go through several techs before I got one that would take an actual look.  He ended up forwarding to a senior level support person, which is where the resolution happened.  Once you get to the higher level support people, you actually get support.

katwitch · Answer

I have enabled the download ID column and can see that the cleared / unmatched transactions do have an ID number.  As there is no way to email quicken support, I'm attempting to open a chat support case.  I hate the offshore phone ticket system with a passion.  It's absolute trash.  We'll see where we get with the "support" chat (which in my opinion, has never been more than showing people how to do a validate and repair).  I'll post the results here.

Chris_QPW · Answer

On the bug, about all you can do is contact Quicken Support, and maybe Help → Submit a problem (no feedback for this though).

Thinking about this I have a theory on the reason why it can't match (still a bug, and still only a theory).

As @NotACPA said just because it is cleared doesn't mean it shouldn't be available for matching.  But there is something that takes it off of the matching list and that is if it is marked as a downloaded transaction.  You can't match a downloaded transaction to a downloaded transaction.  If you turn on the Downloaded ID column and that "cleared, but not yet matched" transaction has a Downloaded ID then the server marked it "downloaded" and then it was synced into your register.