Updated transactions matching amount but payee information is different

JGolan
JGolan Member
edited August 13 in Managing Your Transactions

This changed recently.

I perform a One-stop update or an account "Update Now" and it says there is a matching transaction that has been completed. The issue is it is matching the amount but the payee and category does not match between the downloaded transaction and the transaction listed in the register. When this happens, I have to question the downloaded transaction because it doesn't match the register's information. It used to match very well allowing me to use the "Accept all" button, now I am researching what ever amount matches to see if it makes sense. Not sure if an update caused this issue to what. Thank you

I'm a black & white type of guy, the only gray in my life is on the top of my head

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Comments

  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    Just making sure that you are using Quicken Simplifi and not Quicken Classic. It sounds like the latter to me. The terminology is wrong for Simplifi and Simplifi doesn't notify you of new transactions. Here's the URL for the Quicken Classic community.

    https://community.quicken.com

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

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