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Quicken Community / Forums / Quicken Online--the Online Quicken product / Categorizing Transactions to see Trends /
Getting Your Upcoming Transactions to Match
Feb 27, 2008 07:25 am

[barronernst]
barronernst
Intuit Employee
California
Total posts: 872
Voted helpful: 76
 All,
I've put up a blog post giving some advice on getting upcoming transactions and bill reminders to match more effectively: http://www.quickencommunity.com/quickenOnlineBlog/Getting-Your-Upcoming-Transactions-to-Match1

Try out some of this advice and let us know if it increases the matching accuracy of the product.

Thanks,
Barron
Quicken Online Product Manager
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[DelaCombos]
Oregon
Total posts: 37
Voted helpful: 5
Number of years using Quicken: 2 to 5 years
Quicken Online 2009
Windows XP
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of 7 		Getting Your Upcoming Transactions to Match
Mar 18, 2008 11:39 am 
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This post is about: Quicken Online
Thanks. Does this apply to the items not cleared yet, to the items cleared? Or just downloaded transactions?

I'm having difficulty understanding if I have to delete items from the Not-Cleared area when I see it has cleared...

Keep up the great work.

-Jasee

http://www.twitter.com/delacombo
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[irishfury01]

Total posts: 20
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of 7 		Getting Your Upcoming Transactions to Match
Mar 26, 2008 07:13 am 
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To echo some setiments I saw somewhere else on this feedback, it would be nice if the match was based more on transaction amounts than payee name.

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  • adam.moseley (Apr 24, 2008 5:49 am)



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    [adam.moseley]
    Illinois
    Total posts: 11
    This is a new post #3
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    Apr 24, 2008 04:49 am 
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    This post is about: Quicken Online
    Agreed.

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    [majicmnt]
    Tennessee
    Total posts: 1
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    of 7         		Getting Your Upcoming Transactions to Match
    Apr 02, 2009 07:15 am 
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    This post is about: Quicken Online
    My transactions never clear right. I will have the exact date, and be within 20 dollars and it will pick some other random payee instead of using the upcoming transaction.

    On Mint.com the transaction pulls in the note on ACH transactions which is very helpful. Instead of ACH Transfer which is what Quicken puts for almost all of my transfers, Mint.com would put much more information that I can see is pulled from the secondary note field.

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    [mesham]
    Maryland
    Total posts: 1
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    of 7         		Getting Your Upcoming Transactions to Match
    Aug 29, 2009 05:10 am 
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    This post is about: Quicken Online
    I can't even get to this blog post. The link goes to the blog but not to the article, and I can't even search for it. Sorry, I feel like an idiot, but how do I read this post?

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  • jzinky (Sep 9, 2009 9:46 pm)



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    [jzinky]
    California
    Total posts: 1
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    of 7         		Getting Your Upcoming Transactions to Match
    Sep 09, 2009 08:46 pm 
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    This post is about: Quicken Online
    Replying to: mesham (Aug 29, 2009 6:10 am)
    Don't feel silly, I think the blog article has expired or moved, but I would like to find it as well.

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    [clindner]
    Georgia
    Total posts: 4
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    of 7         		Getting Your Upcoming Transactions to Match
    Sep 25, 2009 07:31 am 
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    This post is about: Quicken Online
    Here's the article:

    barronernst, "Getting Your Upcoming Transactions to Match" #, 27 Feb 2008 8:20 am

    I have started having problems where it will match up NONE of my transactions. So, I have to go in and delete the ones in upcoming because they just stay there. It used to work pretty well, would match 8 out of 10 or better.

    Anyone else?

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