Matching one downloaded transaction to multiple scheduled transactions on Quicken for Mac

PaisleyDuctTape
PaisleyDuctTape Quicken Mac Subscription Member
edited November 2023 in Registers & Transactions (Mac)

I have a monthly bill for which autopay was disabled. By the time I was alerted to this, I needed to make up 3 payments all at once. As a result, I have three scheduled transactions in my register that I would like to match with the one manually paid transaction. How do you match multiple scheduled transactions with one downloaded transaction? I'm using Quicken for Mac Version 7.3.1.

Best Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓

    You can't match multiple transactions to one downloaded transaction.

    What I would do is mark the three scheduled transactions as paid. Delete two of them, and then match the remaining g one with the downloaded transaction with the correct amount. (If you want a record of what happened, instead of deleting the two transactions, you could set the Amount to zero and enter a note in the Memo field.)

    Quicken Mac Subscription • Quicken user since 1993
  • PaisleyDuctTape
    PaisleyDuctTape Quicken Mac Subscription Member
    Answer ✓

    Thank you! I appreciate your solutions.

Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓

    You can't match multiple transactions to one downloaded transaction.

    What I would do is mark the three scheduled transactions as paid. Delete two of them, and then match the remaining g one with the downloaded transaction with the correct amount. (If you want a record of what happened, instead of deleting the two transactions, you could set the Amount to zero and enter a note in the Memo field.)

    Quicken Mac Subscription • Quicken user since 1993
  • PaisleyDuctTape
    PaisleyDuctTape Quicken Mac Subscription Member
    Answer ✓

    Thank you! I appreciate your solutions.

This discussion has been closed.

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