duplicated transfer / automatically entering paychecks (Q Mac)

bravoechofoxtrot

As the title says I'm having two issues:

- my paycheck is directly deposited to my primary bank (Wells Fargo) with additional direct deposits (Quicken transfers) to my credit union and to Schwab Bank. I received a single paycheck on 2/28; however, there are two transfers recorded in my credit union account, both directing to the single paycheck recorded in the Wells Fargo account.

- I have my paycheck "Mark as Deposited" set to "I'll do this myself," but with the latest release Quicken is now entering paychecks weeks in advance i.e. as of today (3/13) I have paychecks entered for 3/14 and 3/28.

I'm running Quicken for Mac 8.1.1

Quicken Jasmine

Hello @bravoechofoxtrot,

Thanks for reaching out and detailing the issues you're experiencing. Let’s troubleshoot both of these concerns.

Regarding the duplicate transfer issue, do both transfer transactions in your credit union account have the same unique Quicken transaction ID? If you delete one, does it reappear upon the next sync? Have you checked whether your paycheck reminder is set up to create transfers automatically, potentially duplicating them when the real transactions download?

For the paychecks entering automatically, even though you have "Mark as Deposited" set to "I'll do this myself," Quicken shouldn’t be entering future paychecks unless an automated setting is overriding this. Have you noticed if these early paycheck entries are coming from a Bill & Income Reminder, or are they being downloaded from the financial institution? Have you recently edited the paycheck setup, which might have triggered an unintended change?

Let me know!

bravoechofoxtrot

Hello Quicken Jasmine,

Thanks for your quick reply. Today it gets a little weirder…the "extra" transaction has now moved to 3/13 instead of 2/27. How do I determine the Quicken transaction ID?

Re: paychecks entering automatically, until this year I had a separate series for each biweekly paycheck, but deleted a series since all installments are now the same. Both installments were/are set to "I'll do this myself," and things worked fine until very recently (maybe the 8.0 or 8.1 update?)

Thanks again for your help.

Quicken Kristina

Thank you for your reply,

To view the transaction ID in Quicken for Mac, click the Columns option near the lower right corner of the register, then select FITID.

Regarding the paycheck issue, are the reminders possibly being matched to paycheck transactions that download, and being pulled into your register automatically that way?

Thank you!

bravoechofoxtrot

It turns out (unsurprisingly, I guess) that these two issues are linked: the "extra" transfer is linked to the future (two weeks out) paycheck. Both transfers have a unique FITID in my credit union account, but since the future deposit has not yet hit my primary bank account there is no FITID for it. How can this be resolved?

Quicken Kristina

Thank you for your reply,

If both transfers have a unique FITID, then that indicates something may have changed on the financial institution's end, causing the transaction to be downloaded twice. Did these transfers download from the credit union? What is the name of the credit union you bank with? Did you recently deactivate/reconnect your account(s) with them in Quicken, or have you reset your account(s) in Quicken? Has the extra transfer downloading happened only once, or is a recurring issue?

Was 13 March the date of the reminder that extra transfer that downloaded incorrectly matched to? If so, that is the most likely reason that the date changed.

If you haven't already marked the transactions as reviewed, you should be able to right click on the transaction it incorrectly matched to and select Unmatch Transaction.

Unmatching it will not turn it back into a reminder. Instead, it will be in your register as a manual transaction (orange pencil icon).

Once the correct transaction downloads, you can manually match it to the correct transaction by dragging and dropping the manual transaction onto the downloaded transaction.

I hope this helps!