Downloaded transactions and matching with manual entries
My resolution for 2025 is to finally mothball my old Windows PC and do all my computing in an Apple landscape. This means stop booting Windows just to us Quicken! Not sure why Quicken for Mac is so different — most other apps I use are pretty much the same with Mac OS and with Windows. Oh well!
So my question pertains to downloading transactions and matching with manually entered transactions. As far as I can tell, this is done in a totally different manner than with the Windows version. It seems downloaded transaction just appear in the main register and when possible are automatically matched instead of in an area below the register. Seems like duplicates are possible. I don't see anyway to change this, but I thought I should ask anyway. Can you separate the downloads from the main register and then accept matches manually — a la Quicken for Windows?
Thanks.
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Hello @AudioDoc,
Thanks for reaching out!
Unfortunately, the Review and Accept feature available in Quicken Classic for Windows is not offered in Quicken Classic for Mac.
However, here are some resources that explain how the downloading and matching functionality works in Quicken Classic for Mac:
I hope this helps!
-Quicken Anja
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@AudioDoc As noted above, there is no separate quarantine area for downloaded transactions in Quicken, and the developers have previously indicated they have no plans to move in that direction. Actually, Quicken Windows has an "Automatic" mode that works similarly to Quicken Mac, but longtime users probably may not be aware of it since you'd have to select it somewhere in settings.
In Quicken Mac, you rely on the symbols in the Status column of registers to guide you through which transactions have been downloaded, matched, and marked as reviewed, rather than having a separate holding pen for downloaded transactions. I know it's a big change, but if you give it a little time and learn the symbols and how you can mark transactions as reviewed (or flag them for review), you might find you like it. Blue dots show transactions which have been downloaded and not matched to anything; blue pencils indicate downloaded transactions which have been auto-matched to manually-entered transactions. You can un-match them if you think Quicken has matched the wrong transactions; Control-click on the transaction and select "Unmatch Transaction" from the dropdown menu. And you can match a downloaded transaction to a manually-entered transaction which Quicken hasn't matched automatically by simply dragging one on top of the other.
If you want more perspective on this, here are two posts from a longtime Quicken Windows expert describing it in Quicken Windows:
This post by the same user in a Quicken Mac thread about the workflow in Quicken Mac spells out why he thinks it's actually superior to the Windows acceptance approach (read this post and the few which follow it):
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Given that Quicken Windows is the only application that Quicken Inc has that uses a "Downloaded Transactions tab", I think it highly unlikely they are going to change this, and for that matter highly ill advised to do it. It adds just more complication to the application that can go wrong. And Quicken Windows is an example of that, where the automatic transaction entry mode has had bugs in it for years that they have never got around to fix. And then on top of that there seems to be a constant series of requests to expand the functionality of what can be done in the Downloaded Transactions tab, when that functionality is already in the register, and hard to add to the Downloaded Transactions tab.
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Thank you Anja, Jacobs and Chris for your input!
I suspected that was the case, but thought it wouldn't hurt to ask. I'm already getting used to the way it works in Quicken for Mac. Practice makes perfect — übung macht den Meister. 😊 I probably won't even notice or miss the difference with the Windows version after a while. For sure I won't miss Windows! 😉
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You're welcome! I'm glad we were at least able to provide you with the information you were seeking.
-Quicken Anja
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@AudioDoc I'm in the same boat as you, exactly. Upon reviewing the response from @jacobs above it seems a simple solution may be to drag the downloaded transaction on top of the original. Until now I have been deleting the downloaded and marking the original, which I hate to have to delete anything, especially a transaction that has been downloaded.
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