Matching Transactions (Q Mac)

SRC1954 · June 2021

It seemed to me that in the Windows version, one could unmatch a downloaded transaction and rematch it, but I cannot find a way to do this in the Mac version. Am I missing something?

Quicken Anja · June 2021

Hello @SRC1954,

Thank you for reaching out to the Community with your question.

To unmatch a transaction in Quicken for Mac; hold the Control key on your keyboard and click on the transaction you wish to unmatch. Then, let go of the Control key, and click the option for Unmatch Transaction. This will now separate the downloaded transaction from the manual entry transaction that it was matched to.

For instructions on how to match transactions, please refer to this support article.

I hope this helps!

SRC1954 · June 2021

Thanks loads. I just now figured out that I can drag a downloaded unmatched transaction to the one I want to match it with. I think it would be more intuitive to right click and see the choice to unmatch it instead of using control key. I know it was more intuitive before in Windows version.

jacobs · June 2021

SRC1954 said:

I think it would be more intuitive to right click and see the choice to unmatch it instead of using control key. I know it was more intuitive before in Windows version.

On a Mac, Control-clicking something is the equivalent of a right click on Windows. Many Mac applications have actions with Control-click. (You can configure most Apple mice, non-Apple two-button mice mice, and trackpads, to have a Right-click-type action. Visit the Mac System Preferences > Mouse to explore configurations.)

UKR · June 2021

Image: https://us.v-cdn.net/6031128/uploads/editor/zm/ryknxzsei3od.png

Welcome to the Mac!

Louisa · July 2021

I am unable to stop matching. The above method using control key or right click does not get me a "unmatch" option. Driving me nuts.

Matching Transactions (Q Mac)

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