Can't Match Entries

gwpotter

This month my Quicken version is 8.5.2 and compared to previous versions I can not merge (likely not correct term) register entries. Quarterly I have financial advisor fees. I entered Payee name text yesterday with the correct dollar amount. With today's download, another registry entry occurred - the Type column in the registry is "Miscellaneous". The amounts match. The Transactions Inspector note downloaded almost matched the entry I created.

The Merge process I previously used was dragging the registry entry I made over the downloaded entry. I believe Quicken did ask me if these two actually were supposed to match.

Is this a bug, or did somebody change something to "improve" the way things have worked for over a decade?

RickO

If the downloaded transaction Type is "Miscellaneous Expense", Quicken is not going to let you match it to the Payment/Deposit manually entered transaction. If you change the downloaded transaction type to "Payment/Deposit", then you should be able to match them.

This likely has nothing to do with the updated version of Quicken, but rather a change in how your brokerage is transmitting the transaction.