Can the Auto Match function be disabled ?
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K. Smith
Member ✭✭
Being forced to update from QM2007 to the Mac 2020 subscription model and the learning curve is steep. Is there a way to see specifically what was downloaded from the bank when
using Direct Connect ? The Account Status window just gives a count but not the specific transactions. I would prefer to see what came down as in QM2007, before the transaction is absorbed automagically.
If so, can I then just do a drag and drop to match up the downloaded transaction with the prior manual entry in the register ?
I don't trust the program enough at this point to be confident in it's actions and even with QM2007 it did not always make the correct choice.
using Direct Connect ? The Account Status window just gives a count but not the specific transactions. I would prefer to see what came down as in QM2007, before the transaction is absorbed automagically.
If so, can I then just do a drag and drop to match up the downloaded transaction with the prior manual entry in the register ?
I don't trust the program enough at this point to be confident in it's actions and even with QM2007 it did not always make the correct choice.
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Best Answer
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@Valderi, That is for QWin. This question is about QMac.
@K. Smith, If you search the forum, there is tons of discussion about the lack of a transaction acceptance process for current QMac. Please, let's not repeat all that here. Downloaded transactions go straight into the register and there's no option to stop that. There's an idea topic somewhere on the forum where you can vote for that feature.
Having said that, there are some things that can help you with this. First, make sure the Status column (black dot) is turned on. The icons there will tell you what happened with matching. A blue dot indicates a non-matched downloaded transaction. A blue pencil indicates a transaction that was matched. An orange pencil indicates a manually entered transaction that hasn't been matched.
It helps to turn on the Match Status column as well. There it will tell you if a matched transaction was automatically matched or manually matched. To manually match a transaction, drag the downloaded copy on top of the manual entry (or vice versa).
You can right click (or control-click) on a matched transaction to manually un-match it. For automatically matched transactions, click "Reject automatic transaction match". For manually matched, choose "Unmatch Transaction".
If you want to see only the transactions downloaded in the last session, click the Status filter at the top of the register and choose "Last Downloaded".Quicken Mac Subscription; Quicken Mac user since the early 90s5
Answers
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Try this: Edit / Preferences / Downloaded transactions. Uncheck "Automacically add to banking register".
I hope it helps you.0 -
@Valderi, That is for QWin. This question is about QMac.
@K. Smith, If you search the forum, there is tons of discussion about the lack of a transaction acceptance process for current QMac. Please, let's not repeat all that here. Downloaded transactions go straight into the register and there's no option to stop that. There's an idea topic somewhere on the forum where you can vote for that feature.
Having said that, there are some things that can help you with this. First, make sure the Status column (black dot) is turned on. The icons there will tell you what happened with matching. A blue dot indicates a non-matched downloaded transaction. A blue pencil indicates a transaction that was matched. An orange pencil indicates a manually entered transaction that hasn't been matched.
It helps to turn on the Match Status column as well. There it will tell you if a matched transaction was automatically matched or manually matched. To manually match a transaction, drag the downloaded copy on top of the manual entry (or vice versa).
You can right click (or control-click) on a matched transaction to manually un-match it. For automatically matched transactions, click "Reject automatic transaction match". For manually matched, choose "Unmatch Transaction".
If you want to see only the transactions downloaded in the last session, click the Status filter at the top of the register and choose "Last Downloaded".Quicken Mac Subscription; Quicken Mac user since the early 90s5 -
@RickO, FWIW, I went back half a dozen pages in this topic and did not see any comments. Also used the Quicken search function but nothing showed up, most likely I used the wrong terminology. After reading you comments, I eventually found numerous postings going back to a survey started by smayer97 in 2018 reflecting numerous individuals concerns with the transaction acceptance process.
Myself coming off of QM2007, I'm 5 days into adapting, most likely your 10 + years in on the new platform so thank you for the information.1
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