Transfers and Auto-Matching
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BlueBuckeye
Member ✭✭
1) Why can't I jump to the other end of a Transfer between Q accounts with a click on the Category field? I could do that in Q2007 for Mac. Is there a way?
2) Similar to a Closed Issue with 2017Q-Mac, I see a matched and cleared transfer in one account that is Unmatched in the other. Both accounts are Reconciled. The transaction with red pencil in acct #2 was created as Inflow in (Checking) account#1 by my initial bank-sync and edited to become a transfer from account#2. It didn't Auto-Match a bank-sync xaction in (Brokerage) account #2. I've clicked the red pencil and don't see a Match action pop up. I've clicked both transactions in Acct#2 and don't see a Match action pop up. I haven't created The transactions have common date, payee and amounts, and the issue recurred for each monthly transfer of the same amount. (I find it interesting that Scheduled Transfers show up in both Bills and Income lists. You would think these would be only one or the other.)
2) Similar to a Closed Issue with 2017Q-Mac, I see a matched and cleared transfer in one account that is Unmatched in the other. Both accounts are Reconciled. The transaction with red pencil in acct #2 was created as Inflow in (Checking) account#1 by my initial bank-sync and edited to become a transfer from account#2. It didn't Auto-Match a bank-sync xaction in (Brokerage) account #2. I've clicked the red pencil and don't see a Match action pop up. I've clicked both transactions in Acct#2 and don't see a Match action pop up. I haven't created The transactions have common date, payee and amounts, and the issue recurred for each monthly transfer of the same amount. (I find it interesting that Scheduled Transfers show up in both Bills and Income lists. You would think these would be only one or the other.)
0
Best Answers
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1) Turn on the Transfer column in the register (menu View > Columns). Then when you hover over that column, there will be a little arrow that you can click to jump to the other end of the transfer.
2) Since each end of a transfer transaction "lives" in its own account, the matching and reviewing functions are completely independent for each end of the transaction. Each will auto-match in their respective registers as if they weren't transfer transactions.
That said, in current QMac, to mach a manual to a downloaded transaction, you drag one of them over and drop onto the other one.Quicken Mac Subscription; Quicken Mac user since the early 90s5 -
1) You can also add your VOTE to Add Option to Turn Off Auto-Categorization of Downloaded Transactions.
First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a few seconds for your vote to register).
While you are at it, you may want to add your VOTE to related IDEAS found on the
List of Requests for Data Entry and Usability Options and Features. Click on the underlined link, then follow the instructions to add your vote to more related ideas.
Your VOTES matter!
2) Matching is done in each register independently, just like in QM2007.Have Questions? Help Guide for Quicken for Mac
FAQs: Quicken Mac • Quicken Windows • Quicken Mobile
Add your VOTE to Quicken for Mac Product Ideas
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires(Now Archived, even with over 350 votes!)
(Canadian user since '92, STILL using QM2007)
5
Answers
-
1) Turn on the Transfer column in the register (menu View > Columns). Then when you hover over that column, there will be a little arrow that you can click to jump to the other end of the transfer.
2) Since each end of a transfer transaction "lives" in its own account, the matching and reviewing functions are completely independent for each end of the transaction. Each will auto-match in their respective registers as if they weren't transfer transactions.
That said, in current QMac, to mach a manual to a downloaded transaction, you drag one of them over and drop onto the other one.Quicken Mac Subscription; Quicken Mac user since the early 90s5 -
1) You can also add your VOTE to Add Option to Turn Off Auto-Categorization of Downloaded Transactions.
First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a few seconds for your vote to register).
While you are at it, you may want to add your VOTE to related IDEAS found on the
List of Requests for Data Entry and Usability Options and Features. Click on the underlined link, then follow the instructions to add your vote to more related ideas.
Your VOTES matter!
2) Matching is done in each register independently, just like in QM2007.Have Questions? Help Guide for Quicken for Mac
FAQs: Quicken Mac • Quicken Windows • Quicken Mobile
Add your VOTE to Quicken for Mac Product Ideas
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires(Now Archived, even with over 350 votes!)
(Canadian user since '92, STILL using QM2007)
5
This discussion has been closed.