Posted transactions not being automatically matched to the bank download.

Janfromearth

I have a vendor I pay by hand written check every other week on a Friday and for the same amount. I have this scheduled to post in Quicken for Mac but when the check is cashed and the withdrawal is downloaded, it does not automatically match. I suspect I have an incorrect setting so I am hoping for feedback.

Quicken Anja

Hello @Janfromearth,

We appreciate you bringing this issue to our attention!

To further investigate this issue, I will need to gather some additional details.

1. Is the transaction a Scheduled Transaction (showing a Clock icon in front of it), or a Manually Entered Transaction (showing an orange pencil in front of it)? If the former, is the Scheduled Transaction marked as "Manually Entered" before the download?
2. When the automatic match doesn't happen, do you manually match the transactions? If Quicken fails to recognize that a downloaded transaction matches a scheduled transaction, you can match them manually by dragging and dropping one onto the other, and going forward, the matched information should be retained for future downloads.
3. Do other scheduled transactions with similar setups (same payee, recurring payments) match automatically, or is this issue only happening with this vendor?

Check back and let us know!

Quicken Anja

Hello again,

We haven't heard back from you in a while. Do you still need assistance?

Thank you!

Janfromearth

The problem is still there. I use QBO all the time and the matching is great. Different company now. Thanks for following up

Quicken Anja

Thanks for following up!

Could you please review my initial response and provide answers to the questions I asked? This will help us better understand the issue and assist you more effectively.

Thank you!

Janfromearth

This is a scheduled transaction which posts to Q automatically. When the bank sync posts it separately, I usually delete the scheduled one and categorize the bank sync transaction. Nothing matches automatically

jacobs

This is a scheduled transaction which posts to Q automatically. When the bank sync posts it separately, I usually delete the scheduled one and categorize the bank sync transaction. Nothing matches automatically

Have you tried simply dragging one of the two transactions (your scheduled one created manually, and the downloaded one from the bank) over the other? This makes them match, and retains the categorization you created in the scheduled transaction. You shouldn't need to delete your scheduled transaction and edit the one from the bank.