How to sync Reminders with real transactions
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txbdan
Member ✭✭
Hello,
I'm new to Quicken 2019 and am struggling to get my Reminders working. A few do work, but also some don't. It seems the ones i added myself, my Paycheck (via Paycheck Wizard) and Morgtage (from mortgage setup) don't seem to sync with the transaction in the register. Both simply say Overdue and don't recoginze the transaction.
For my paycheck, the name of the Reminder is the exact same as the Payee in the register. Is this necessary? I've also edited the Remidner to be the exact same dollar amount as the transaction. Is this necessary? No dice, though, it won't match up.
My mortgage has a name "Our Mortgage". Does its name need to match the transaction payee? It also will not sync.
What are the rules to make this work?
Thanks a lot,
Dan
0
Best Answer
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A paycheck reminder needs to be entered (or auto-entered) into the register before the transaction is downloaded. At download the transaction should show as a match to the entered reminder transaction (make sure it is matching to the correct date). You might have to tweak the deductions or gross pay to make the reminder amount match the downloaded transaction amount.
Common bills with the same names (reminder vs. download) should increment the reminder without it having to be entered into the register but that is not working and has not worked in some time. A manually entered transaction will match to a reminder and ask if you want to increment the reminder to the next instance. Editing a downloaded transaction such as adding a check number also causes it to match up and increment.
The Help files in-product are a god source of explain how it should work.
6
Answers
-
A paycheck reminder needs to be entered (or auto-entered) into the register before the transaction is downloaded. At download the transaction should show as a match to the entered reminder transaction (make sure it is matching to the correct date). You might have to tweak the deductions or gross pay to make the reminder amount match the downloaded transaction amount.
Common bills with the same names (reminder vs. download) should increment the reminder without it having to be entered into the register but that is not working and has not worked in some time. A manually entered transaction will match to a reminder and ask if you want to increment the reminder to the next instance. Editing a downloaded transaction such as adding a check number also causes it to match up and increment.
The Help files in-product are a god source of explain how it should work.
6
This discussion has been closed.