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Quicken Community / Forums / Quicken Online--the Online Quicken product / Setting Upcoming Bill Reminders and Notifications /
Getting Your Upcoming Transactions to Match
Feb 27, 2008 07:23 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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[PokerDude]

Total posts: 40
Voted helpful: 9
Quicken Deluxe
Windows Vista
This is a new post #1
of 10 		Getting Your Upcoming Transactions to Match
Aug 10, 2008 06:34 pm 
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This post is about: Quicken Online
Hi Barron, Just to help you and support out and maybe improve the transaction matching part of the online experience. After manually updating my accounts (because they don't update automatically)... the matched transactions won't disappear from the upcoming trans window until I refresh the screen. Is there anyway to refresh that part after the update process so I don't have to refresh a second time to clear these? Thanks

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[walshsurvey]

Total posts: 2
This is a new post #2
of 10 		Getting Your Upcoming Transactions to Match
May 29, 2009 09:03 pm 
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This post is about: Quicken Online
I cannot find this blog entry and I am very interested in any tips in this area

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  • Quicken Kathryn (Jun 2, 2009 2:25 pm)



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    [Kathryn, Quicken]
    Intuit Employee
    Arizona
    Total posts: 1659
    Voted helpful: 78
    Number of years using Quicken: 2 to 5 years
    Quicken Premier 2009
    Windows XP
    This is a new post #3
    of 10         		Getting Your Upcoming Transactions to Match
    Jun 02, 2009 01:25 pm 
    Reply to this message  
    This post is about: Quicken Online
    Replying to: walshsurvey (May 29, 2009 10:03 pm)
    Hi walshsurvey,
    Sorry about that--the Quicken Blog has migrated to a new platform--please check out this link for specific posts about Quicken Online: http://blog.quicken.intuit.com/category/quicken-online/

    HTH--

    Quicken Kathryn

    Signature - Please remember that this is a User-to-User community forum. If you come in to get an answer, see if there are any that you can provide. The more people who do that, the more likely you will get your answer.

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    [milesmom]

    Total posts: 8
    Quicken Online
    This is a new post #4
    of 10         		Getting Your Upcoming Transactions to Match
    Jul 03, 2009 10:10 am 
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    This post is about: Quicken Online
    Hi Barron:
    I clicked the link in your post, but it brings me to an overview page of quicken community. Can you post a more specific link please? I keep having the same problems with getting my transactions to match and my transactions to download from my bank. I have been a user since the beginning of the year, and I don't see this issue getting fixed. It makes this product really time-consuming to use. Thanks for your help.

    Replies to this message
  • saggrey (Aug 20, 2009 10:25 am)



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    [saggrey]

    Total posts: 1
    This is a new post #5
    of 10         		Getting Your Upcoming Transactions to Match
    Aug 20, 2009 09:25 am 
    Reply to this message  
    This post is about: Quicken Online
    Replying to: milesmom (Jul 3, 2009 11:10 am)
    Hi Barron,

    I also am very interested in the tips. I can't seem to find the right search terms to get to your tips.

    Thanks

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    [bob100147]
    Maryland
    Total posts: 2
    Number of years using Quicken: 6 to 10 years
    Quicken Deluxe 2007
    Windows XP
    This is a new post #6
    of 10         		Getting Your Upcoming Transactions to Match
    Aug 25, 2009 02:35 am 
    Reply to this message  
    This post is about: Quicken Online
    I didn't see a post on getting upcoming transactions to match at this address. Is there a different link?

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  • KateW (Aug 25, 2009 7:54 am)



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    [KateW]
    Intuit Employee

    Total posts: 233
    Voted helpful: 42
    Number of years using Quicken: 10+ years
    Quicken Online
    This is a new post #7
    of 10         		Getting Your Upcoming Transactions to Match
    Aug 25, 2009 06:54 am 
    Reply to this message  
    This post is about: Quicken Online
    Replying to: bob100147 (Aug 25, 2009 3:35 am)
    Hi folks,

    I'll find out what happened to Barron's link.

    But in the meantime, here are the best ways to make sure an upcoming transaction will match the actual cleared transaction when it comes in:

    - Choose a Date the same or earlier than the date the actual transaction will clear.

    - Enter the correct Check # if it's a check.

    - If you're adding a new upcoming transaction, choose a Payee from the list that opens when you start typing.

    - Enter an Amount close to what you'll pay.

    FYI, we're also thinking about ways to improve the matching, so stay tuned.

    Kate
    Quicken Online Writer

    Replies to this message
  • Mahubble (Sep 10, 2009 12:42 pm)



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    [Mahubble]
    Utah
    Total posts: 1
    This is a new post #8
    of 10         		Getting Your Upcoming Transactions to Match
    Sep 10, 2009 11:42 am 
    Reply to this message  
    This post is about: Quicken Online
    Replying to: KateW (Aug 25, 2009 7:54 am)
    I'm having the same problem. The upcoming transaction has the same date, amount, and check number, but they aren't matching as they would in my desktop copy of Quicken.

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    [willeugenehamilton]

    Total posts: 3
    This is a new post #9
    of 10         		Getting Your Upcoming Transactions to Match
    Oct 28, 2009 05:51 pm 
    Reply to this message  
    This post is about: Quicken Online
    I have had several account transfers fail to match. This is a serious problem because the transfer shows up as a debit twice -- once in the cleared transactions and again in the upcoming transactions. Before I figured out what was going on I made several unnecessary transfers to cover negative balances that weren't really negative.

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    [lricken]

    Total posts: 1
    This is a new post #10
    of 10         		Getting Your Upcoming Transactions to Match
    Nov 18, 2009 03:11 pm 
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    I haven't found anything to help with this and still showing negative when I'm really not and it's telling me I'm way over my limit this month! Frustrating when it's expecting a $1200 charge to be "upcoming" yet it's already posted.

    Anyone heard any news?

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