Upcoming bills and auto matching

pstarfam
pstarfam Quicken Mac Subscription Member ✭✭
edited January 2022 in Registers & Transactions (Windows)
I have set up a few recurring bill as a reminder. These autopay and just hit my account when I update. Is there a way to have quicken match these downloaded transactions to the upcoming bill? right now I just "skip" this transaction. Thanks
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Best Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    If the reminder is entered into the register before the download they should automatically match, but only if the amounts are exactly the same.
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    I believe the matching window for Reminders to downloaded transactions is about +/- 5 days. You must accept or auto-enter the reminder before accepting the downloaded transaction.
    QWin Premier subscription
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    Jim_Harman said:
    I believe the matching window for Reminders to downloaded transactions is about +/- 5 days. You must accept or auto-enter the reminder before accepting the downloaded transaction.
    I don’t know about into the future, but it is -30 days, this I did test recently.

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    If the reminder is entered into the register before the download they should automatically match, but only if the amounts are exactly the same.
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    I believe the matching window for Reminders to downloaded transactions is about +/- 5 days. You must accept or auto-enter the reminder before accepting the downloaded transaction.
    QWin Premier subscription
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    Jim_Harman said:
    I believe the matching window for Reminders to downloaded transactions is about +/- 5 days. You must accept or auto-enter the reminder before accepting the downloaded transaction.
    I don’t know about into the future, but it is -30 days, this I did test recently.
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