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How does transaction "Auto Match" actually work?

DryHeat

Knowing how this works would help me make matching more successful, or at least help me understand why things sometimes don't match.

The "Learn More" link on the "Match Criteria" selector for recurring transactions points to the help article shown below. But all it says about "Auto Match" is this:

Auto Match: This setting delegates the matching process to Quicken Simplifi, using its predefined criteria.

Can we get more information about what Auto Match takes into consideration when matching a transaction? Is it Payee, Date, Amount, some combination?

https://support.simplifi.quicken.com/en/articles/9174873-amount-matching-for-recurring-transactions

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Accepted answers

Coach Jon

Hello @DryHeat,

Thanks for reaching out! Unfortunately, we wouldn't have the code or design specifications from a community perspective, but if you are experiencing an issue with transactions not matching reminders, we'd be happy to help troubleshoot. Let us know!

-Coach Jon

Coach Jon

Hello @DryHeat,

I doubt the category is utilized as one of the things used for matching transactions this way. The payee, date range, and amount are going to be the biggest factors.

-Coach Jon

All comments

Coach Jon

Hello @DryHeat,

-Coach Jon

RockLee

In my experience Auto Match (while there is no info on it) works better then Exact Match strangely enough even in cases of "exact matches".

DryHeat

@Coach Jon "we wouldn't have the code or design specifications from a community perspective"

I wasn't asking for the code or design specifications.

I was just asking which pieces of information the matching process looks at so I can conform.

I thought that people dealing with matching problems in the past would have sussed out by now whether Payees, Dates, Amounts, or whatever were part of the process. Sounds like that's not the case. So it goes…

Coach Jon

Hello @DryHeat,

Thanks for the reply. Based on the product feature and the support article, I would say that all the things you listed prior are taken into account when matching is done within Quicken Simplifi. I wish I had a better answer here for you.

-Coach Jon

DryHeat

Thanks @Coach Jon

The support article doesn't mention Category. Any idea if that is taken into account?

(Of course, this assumes that the downloaded transaction is categorized — either by default or through a rule — before the match is attempted. I don't really know if that is the case. Maybe that's too deep in the weeds.)

Coach Jon

Hello @DryHeat,

I doubt the category is utilized as one of the things used for matching transactions this way. The payee, date range, and amount are going to be the biggest factors.

-Coach Jon

DryHeat

Thanks again, @Coach Jon