QM 2021 stopped allowing me to drag a scheduled transaction over downloaded.
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RCinNJ
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I don't know if this has to do with the latest update or not. I recently updated to 6.4.5. Usually if I have a scheduled transaction that downloads with the same amount but a different Payee name I can drag one over the other and combine them. QM is not allowing me to do this for a monthly transaction that I have been downloading for a year. In fact, QM has been downloading the transaction and using my naming so I haven't had to do anything. Did the latest update break something, or am I doing something wrong, or? I have attached a screen shot showing the duplicate transaction for 12/12/21 that I want to combine, and the last few months to show that QM was handling this fine until this month. I know I can just delete the downloaded transaction, but I do prefer Quicken to work correctly.
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Answers
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In your screenshot, all the blue pencil transactions are already matched. (You can turn on the Match Status column to make this more clear.) Quicken won't let you drag and drop to match a downloaded transaction to one that's already been matched, so I think this is the problem.
I can't tell you why that's happening. I suppose it's possible that you are receiving duplicate transactions in the download and so one of them auto-matches and the other is left as "downloaded". I've noticed a couple other posts recently about folks receiving duplicate transactions in Quicken Connect accounts, but honestly, I haven't paid that much attention. I don't recall which bank(s), etc. Sorry.
Or maybe somehow you just got off by one month in the series. You should search the register for other WSJ transactions and see if there's an older one that's unmatched. That may get you back on track.Quicken Mac Subscription; Quicken Mac user since the early 90s0 -
RickO said:In your screenshot, all the blue pencil transactions are already matched. (You can turn on the Match Status column to make this more clear.) Quicken won't let you drag and drop to match a downloaded transaction to one that's already been matched, so I think this is the problem.
I can't tell you why that's happening. I suppose it's possible that you are receiving duplicate transactions in the download and so one of them auto-matches and the other is left as "downloaded". I've noticed a couple other posts recently about folks receiving duplicate transactions in Quicken Connect accounts, but honestly, I haven't paid that much attention. I don't recall which bank(s), etc. Sorry.
Or maybe somehow you just got off by one month in the series. You should search the register for other WSJ transactions and see if there's an older one that's unmatched. That may get you back on track.
As you suggested I turned on the Matched Status window. Never looked at this one before. Screenshot shows the first as Matched. Looks like the problem is a duplicate download. When I see two with the same name I can spot and fix this, but since it Matched and changed the name for the first one it was confusing for me. I'll have to watch and see if this duplicate downloads problem is happening more.
Thanks for your help.
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RCinNJ said:RickO, If I understand you correctly, you're saying the first 12/12/21 transaction may have already been downloaded and matched to my Scheduled Transaction? In which case the problem would be QM downloading the same transaction again?
I'd suggest unmatching the Dec transaction (right click > Reject Automatic Transaction Match). Then you'll be able to see the details of exactly what was downloaded. It may give you more clarity.
If in fact there were duplicate transactions downloaded, it's more likely the fault of the bank. If so, I'd guess this is a Quicken Connect account where most duplicate issues arise. I've never had this myself as most of my accounts are Direct Connect. You might want to search the forum here for "duplicate transaction" to see what others have experienced. Or maybe search for issues with this particular bank.
Quicken Mac Subscription; Quicken Mac user since the early 90s0 -
RickO said:
If in fact there were duplicate transactions downloaded, it's more likely the fault of the bank.Quicken Mac Subscription • Quicken user since 19931 -
And yet another thing: if you do actually have a duplicate download, there is a circumstance where it can be kinda Quicken's fault: That is if you've had to reset the Quicken Cloud because, for example, you opened and connected a copy of the file on another machine. This will often trigger the download of duplicate transactions on Quicken Connect accounts.Quicken Mac Subscription; Quicken Mac user since the early 90s0
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RickO said:And yet another thing: if you do actually have a duplicate download, there is a circumstance where it can be kinda Quicken's fault...Quicken Mac Subscription • Quicken user since 19930
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RickO and Jacobs, thanks as always for your help. Turning on the Match Status and FITID I can now see (I believe) it was downloaded twice and matched the first time (see screen shot). I did move Quicken to a new computer recently. I thought this happened far enough afterwards, but perhaps that is what caused it. When I "Reject automatic transaction match" the FITID disappears which makes sense since it is now unmatched. Incidentally, this account has always been Direct Connect so Quicken Connect is not the culprit.0
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If you moved to a new computer, you probably had to do a reset of Quicken Cloud. If this is a Quicken Connect account, it's very likely to get some duplicates in that situation.
When you reject auto transaction match, the single matched transaction should become two: the manually entered one (orange pencil) and the downloaded one (blue dot). So you should then have two blue dot transactions. It's helpful to compare the payee and FITID on those two (ignoring the manually entered transaction).Quicken Mac Subscription; Quicken Mac user since the early 90s0
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