• Manually Match Transactions In Quicken
• Quicken For Mac Do Not Match Downloaded Transactions On Computer

• And you get a downloaded transaction that should match to it, but for whatever reason instead of matching it, you just delete the downloaded transaction. That would set you up for having a transaction in the register that Quicken will keep trying to match new downloaded transactions to.
• The Online Center Balances tab shows the subaccount balances as they are downloaded from Wells Fargo Advisors. Quicken does not distinguish between cash and margin subaccounts. If you have a margin balance, the investment transaction list displays it as a negative cash balance. One date Quicken tracks one date per transaction.

As I've mentioned in my Quicken reviews, I've been a long-time user of the accounting software. In fact, I've been using Quicken since it was a Microsoft MS-DOS product (now over 25 years ago). But due to the lack of new features and no customer service, as well as my getting tired of the constant updates and bugs, and its somewhat uncertain future — unfortunately, it's time for me to say. Oct 16, 2016 Find helpful customer reviews and review ratings for Quicken For Mac 2017 Personal Finance & Budgeting Software Mac Download (Old Version) at Amazon.com. Read honest and unbiased product reviews from our users. If you've manually entered transactions, Quicken automatically matches those transactions with their corresponding downloaded transactions so you don't end up with duplicates. If you do not use this option all downloaded transactions must be manually reviewed and accepted before they are added to your investment transaction lists.

Manually Match Transactions In Quicken

Comments

Quicken For Mac Do Not Match Downloaded Transactions On Computer

• edited January 2019

  @Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.
• edited February 2017

  @Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.

  have same issue as well as paying bills through Chase site. If i schedule to pay bill on the 20th and chase sends payment out of the 15th the transaction downloads but doesn't match to what i have entered as payment on the 20th.
• edited February 2017

  @Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.

  You may need to enter the manual transaction on the 15th to get it to match.

  Quicken Mac Subscription; Quicken Mac user since the early 90s
• edited February 2017

  @Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.

  Can I ask a dumb question? If you schedule a bill on the 20th, how does Chase send the payment on the 15th?
  Just wondering.
• edited February 2017

  @Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.

  i guess if they mail the check it needs to go out a few days before to make it on time. when they do electronic payments its get paid on the date i tell them to.
• edited February 2017

  @Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.

  Some banks debit the account when the payment is sent. Some banks don't debit the account until the payment is actually cashed. (My bank, Citizens Bank is in the latter category.)
  When you look at the calendar when making a Direct Debit online payment, it shows a Debit Date in gray and a Pay Date in blue. The Pay Date is the date that gets entered in the register and is the date that the merchant is expected to receive the payment. The Debit Date may or may not be the date that the accounts get debited, again, depending on the bank.
  

  Quicken Mac Subscription; Quicken Mac user since the early 90s
• edited February 2017

  @Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.

  Express files downloader free download for mac os. Works with Microsoft Word and all major word-processors.

  so if Chase does the opposite am i able to change the payment date to the send date in my register?
• edited February 2017

  @Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.

  I'm not sure, but I don't think you can change the date while the payment is pending. After the payment is cleared, the date is locked in the register.
  You may want to check the option in menu Quicken > Preferences > Connected Services to use the posted date in the register:
  

  Quicken Mac Subscription; Quicken Mac user since the early 90s
• edited February 2017

  @Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.

  ok will try that thanks
  the clean up payees option what does that do?
• edited February 2017

  @Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.

  I think that it improves the payee names if you download transactions without matched to previously manually entered transactions. I generally manually enter everything before downloading, so I don't think it really matters in that case. But I have it turned off because I think it *may* improve the matching with it off. Just seems that way to me, no real evidence.
  Maybe others will chime in if they have more detailed info on what that option does.

  Quicken Mac Subscription; Quicken Mac user since the early 90s
• edited February 2017

  @Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.

  'Clean up payees' is a form of crowd sourcing. It compares the payee as sent from the financial institution and sees how the Intuit Mint users have been renaming it, and it suggests the most common rename. This is the same approach used for the auto suggestion of categories as your bank doesn't provide that info.
  The accuracy is only as good as the people renaming things.
• edited February 2017

  @Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.

  Thanks for reminding me of that explanation John. I remember everything I have seen before, except some things. :-)
  This might explain why in my usage, things work better with it off..because.. with crowd sourcing, the cleaned up name could change over time. And that could cause what used to match to not match anymore. If the name remains that static info sent from the bank, then it would always be matching against the same payee text. Just a theory.

  Quicken Mac Subscription; Quicken Mac user since the early 90s
• edited February 2017

  @Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.

  Hi. Don't see in my 2016 version the option for use posted date for matched etc etc. Is it only in 2017 version?
• edited February 2017

  @Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.

  Correct. It was added to the 4.4.3 update to QM2017 only.

  Quicken Mac Subscription; Quicken Mac user since the early 90s
• edited February 2017

  @Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.

  Ok.
• edited August 2017

  @Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.

  Good grief this has been driving me crazy for quite some time, I finally bothered to research it, the drop and drag works great, but it could be a little more obvious, it really needs to be an option on the menu, I would never have guessed this. Thanks for posting this