Download confuses upcoming bills when amount is the same

Options
Tony Dalia
Tony Dalia Member ✭✭✭
edited May 2022 in Download, Add/Update Accounts (Mac)
So I have an upcoming bill with the amount 14.99, but another transaction for 14.99 downloads and matches it to the upcoming bill that should download in 10 days. How do I unmatch the download with the incorrect transaction and get the right one either entered, downloaded or both? Thank you.

Best Answer

  • RickO
    RickO SuperUser, Mac Beta Beta
    edited May 2021 Answer ✓
    Options
    Right click on the transaction and select "Reject Automatic Transaction Match". Now the downloaded transaction will appear as a stand-alone downloaded transaction which you may edit as needed. When the upcoming bill transaction downloads later, it should match to the manually entered upcoming bill transaction.
    Quicken Mac Subscription; Quicken Mac user since the early 90s

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    edited May 2021 Answer ✓
    Options
    Right click on the transaction and select "Reject Automatic Transaction Match". Now the downloaded transaction will appear as a stand-alone downloaded transaction which you may edit as needed. When the upcoming bill transaction downloads later, it should match to the manually entered upcoming bill transaction.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Tony Dalia
    Tony Dalia Member ✭✭✭
    Options
    That DID it! THANK you!
This discussion has been closed.

Categories