Quicken Classic Mac mismatched scheduled transaction problem

RS170
RS170 Quicken Mac Subscription Member
in Paying Bills, eBills & Scheduled Transactions (Mac)

Just moved over from Windows Quicken to Mac Quicken and the scheduled bills work totally different and caused me to miss a planned payment due to a mismatch with my checking account. I had a scheduled payment on 1/28 for Discovercard, and when I updated my checking account, Quicken Classic matched a 1/22 checking transaction with just the same dollar amount at Publix to my future discover card scheduled payment. Since I am new to Mac Quicken, I did not catch the mismatch and missed a payment to Discover. In Windows Quicken the future bills were not part of the check register until I paid them which posted them to my check register. Therefore It never made this kind of error in matching transactions. Is there a way to better handle this to keep the scheduled bills from being in my check register until I mark them as paid? Or, a way to force a better match of downloaded check account transactions? Any help would be greatly appreciated.

Comments

  • RickO
    RickO Quicken Mac Subscription SuperUser ✭✭✭✭

    Here's a possible solution (I haven't tested this myself):

    In the checking register, click the tiny clock icon at the top right and select "Don't Show Reminders". This will remove all future unpaid scheduled transactions from display in the checking register and I believe (again, I haven't tested it) prevent any downloaded transaction from matching to one of those unpaid transactions (since they don't show in the register).

    But then how do you see and manage your future bills? For this you'd need to go to the Bills & Income tab, then Projected Balances. Here you can set the filters to display how far in the future you want scheduled transactions to show, and if you like, which accounts are included. You can double click a future transaction and mark it as paid. Once you do that, it will show in the checking register and be available to match with downloaded transactions.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • RS170
    RS170 Quicken Mac Subscription Member

    That works for what is shown in the register, but not sure if It will keep me from getting the mismatched transaction. Just because I don't see it, doesn't mean that Quickens AI match process does or doesn't. Thanks for your help. Only time will tell if this solved the match problem.

Categories