- How To Match Downloaded And Manual Accounts In Quicken 2017 For Mac Cd
- How To Match Downloaded And Manual Accounts In Quicken 2017 For Mac 2017
- How To Match Downloaded And Manual Accounts In Quicken 2017 For Mac Pro
Quicken 2017 has far fewer features than Quicken 2007. It offers similar functionality to Mint (also owned by Intuit) and Personal Capital but lacks the advanced reporting tools, planning calculators, investment tracking, and home finance utilities — emergency records organizer, home inventory, etc. — found in Quicken 2007.
How To Match Downloaded And Manual Accounts In Quicken 2017 For Mac Cd
However, it still lags behind Quicken for Windows in some areas and we're still waiting for equality with the PC version. However, the changes and enhancements to Quicken 2017 for Mac show that the new owners are moving in the right direction. You can get Quicken 2017 for Mac from the Mac App Store for $74.99 or from Amazon for around $43.71. To match the transactions, use your mouse to drag and drop the downloaded transaction on manually entered transaction (or vice-versa) to match the transactions. Match Downloaded Transactions with Manually Entered Ones in Quicken for Mac.
edited January 3 in Errors and Troubleshooting (Mac)
Again, this is nothing if not frustrating.. I manually entered a payment that I scheduled on the Amex website - the date in Quicken was the date entered, not the date scheduled. Now that the transaction downloaded - Quicken didn't recognize the manually entered transaction. Now, I have two transactions - one I entered, and one that was downloaded.
In the Windows version - I could manually match the transaction in this type of situation. How do I do this in the Mac version?
This is turning into a deal breaker. I'm seriously at the point of reverting back to Windows, or considering switching to Banktivity. In either case, I would expect a full refund on the Mac version,
If the software was 100% accurate 100% of the time - that's one thing. But it's not - so I need a way to make manual corrections. A simple, intuitive, easy to follow way. Exactly what you have in the Windows version for dealing with downloads.
After switching and finding the Mac version less than stellar Having now googled questions about the Mac version - it's interesting to see the number of comments, posts, etc. about how the Mac version has always lagged behind the Windows version and the amount of negative sentiment towards the Mac version.
Note: This conversation was created from a reply on: Restore Transactions Downloading Acceptance and Matching workflow to Quicken for ..
In the Windows version - I could manually match the transaction in this type of situation. How do I do this in the Mac version?
This is turning into a deal breaker. I'm seriously at the point of reverting back to Windows, or considering switching to Banktivity. In either case, I would expect a full refund on the Mac version,
If the software was 100% accurate 100% of the time - that's one thing. But it's not - so I need a way to make manual corrections. A simple, intuitive, easy to follow way. Exactly what you have in the Windows version for dealing with downloads.
After switching and finding the Mac version less than stellar Having now googled questions about the Mac version - it's interesting to see the number of comments, posts, etc. about how the Mac version has always lagged behind the Windows version and the amount of negative sentiment towards the Mac version.
Note: This conversation was created from a reply on: Restore Transactions Downloading Acceptance and Matching workflow to Quicken for ..
How To Match Downloaded And Manual Accounts In Quicken 2017 For Mac 2017
Comments
How To Match Downloaded And Manual Accounts In Quicken 2017 For Mac Pro
- edited January 3@Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.
- edited February 2017
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.@Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future. - edited February 2017
You may need to enter the manual transaction on the 15th to get it to match.@Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future. Mac et2020 quick scope plus manual.Quicken Mac Subscription; Quicken Mac user since the early 90s - edited February 2017
Can I ask a dumb question? If you schedule a bill on the 20th, how does Chase send the payment on the 15th?@Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.
Just wondering. - edited February 2017
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.@Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future. - edited February 2017
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
so if Chase does the opposite am i able to change the payment date to the send date in my register?@Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future. - edited February 2017
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.@Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.
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
ok will try that thanks@Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.
the clean up payees option what does that do? - edited February 2017
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.@Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.
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
'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.@Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.
The accuracy is only as good as the people renaming things. - edited February 2017
Thanks for reminding me of that explanation John. I remember everything I have seen before, except some things. :-)@Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.
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
Hi. Don't see in my 2016 version the option for use posted date for matched etc etc. Is it only in 2017 version?@Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future. Can i do a manual icloud backup from my mac. - edited February 2017
Correct. It was added to the 4.4.3 update to QM2017 only.@Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.Quicken Mac Subscription; Quicken Mac user since the early 90s - edited February 2017
Ok.@Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future. - edited August 2017
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@Jay Bonk : Drag and drop the downloaded transaction to the manual one. Q will 'learn' the match that way for future.