R65.15 Downloaded transactions not matching to manual entries in register

System · November 24

This discussion was created from comments split from:

Duplicate transactions downloading in R65.15

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Kevin Roberson · November 24

My issue is the download is no longer matching the transaction that I enter manually as it had previous to this update (R65.15). I have never had to delete the manual transaction as the download always matched them properly. So what changed with this update?

zot100 · November 24

Same as Kevin Robinson - "My issue is the download is no longer matching the transaction that I enter manually as it had previous to this update (R65.15). I have never had to delete the manual transaction as the download always matched them properly. So what changed with this update?"

This does not seem consistent across all my Credit Card Registers, although I haven't had enough activity to be sure of the consistency of the problem yet, bu there is definitely an issue since the last update.

Quicken Kristina · November 24

Hello @Kevin Roberson & @zot100,

Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information. Did this behavior start immediately after the update? Did anything change about the transactions that are downloading? Per our article on downloaded transactions, Quicken checks the date, amount, and payee. If those aren't a match, that may be why the transactions aren't matching up. Is this happening only with credit card registers? You mentioned it's not happening across all of the credit card registers. Is there anything the accounts where this issue is happening have in common?

I look forward to your replies!

splasher · November 24

A workaround is to manually match the transactions. Select a transaction in the Download Transaction list, click Edit and then select the correct manually entered transaction from the list presented and accept it.

Chameleon360 · November 25

I'm also seeing this in both the R65.15 and also in today's updated R65.17. Most of my duplicated transactions are Capital One… I select match then it keeps both and I have to delete the original. This was working fine in the past and it specific to one of the latest patches.

Quicken Kristina · November 25

Hello @Chameleon360,

Thank you for letting us know you're seeing this also. To clarify, when you say you select match and it keeps both, do you mean you're trying to match the downloaded transaction to a manual entry or reminder, and instead of matching, both go into the register? When you download transactions, do they go into your register automatically, or do you have them download into the section below the register for review prior to being entered into your register?

I look forward to your reply!

Chameleon360 · November 26

Hi Quicken Kristina,

Yes, that is correct… I'm trying to match a downloaded transaction to a manually entered transaction. When I click "match", rather than have the downloaded transaction the only one remaining (historically how Quicken worked), it is now keeping both the downloaded and original as two separate transactions. It's easy enough to fix by deleting the manual transaction but this is not how it should be working. I do not have my register set to enter transactions automatically and prefer them to go in the section below for review first.

Thanks! Scott

Quicken Kristina · November 28

Thank you for your reply,

I can see you updated your Quicken to R65.17. Did that correct the issue, or is the issue persisting?

Thank you!

R65.15 Downloaded transactions not matching to manual entries in register

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