QM mistakes a $200 ATM withdrawal with a $200 pending check.
RCinNJ
Quicken Mac Subscription Member ✭✭✭✭
Not sure if this is a one-off or a new bug. QM 2020 marked a check as cleared when the bank clearly marked this as an ATM withdrawal. Now, a day later, the check cleared and it appears with the identical check number but "Uncategorized". I was able to correct the info for the ATM withdrawal but I can't change the Posted date on the check. A minor irritation, but shouldn't happen and concerned if this is a new bug. Screen shot shows the transactions on the Chase website.
QM Deluxe Version 5.17.6 (Build 517.34958.100)
Suggestions?
QM Deluxe Version 5.17.6 (Build 517.34958.100)
Suggestions?
0
Best Answer
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Hello @RCinNJ,
Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.
It sounds like this was a downloaded transaction that was incorrectly matched to a manual entry (please, do correct me if I misunderstood). If so, you can reject the automatic match, then match the correct downloaded transaction to the manual entry to avoid this from happening again.
Follow the steps below to reject an automatic match--- Hold Control on your keyboard and left-click on the incorrectly matched transaction
- A menu will open and select Reject Automatic Transaction Match (see below)
To match the correct downloaded transaction to the manual entry, use your mouse to drag and drop the downloaded transaction over the manually entered transaction (or vice-versa) to match the transactions. Doing this will also "teach" Quicken to correctly match the transactions going forward.
I hope this helps!-Quicken Anja
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Answers
-
Hello @RCinNJ,
Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.
It sounds like this was a downloaded transaction that was incorrectly matched to a manual entry (please, do correct me if I misunderstood). If so, you can reject the automatic match, then match the correct downloaded transaction to the manual entry to avoid this from happening again.
Follow the steps below to reject an automatic match--- Hold Control on your keyboard and left-click on the incorrectly matched transaction
- A menu will open and select Reject Automatic Transaction Match (see below)
To match the correct downloaded transaction to the manual entry, use your mouse to drag and drop the downloaded transaction over the manually entered transaction (or vice-versa) to match the transactions. Doing this will also "teach" Quicken to correctly match the transactions going forward.
I hope this helps!-Quicken Anja
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Anja, Thank you for taking the time to so clearly outline a solution!1
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No problem! Anytime.
-Quicken Anja
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