Accountant Forums


Reply
Thread Tools

How do I stop Quicken from doing bad matching and splitting?

 
 
anon@yahoo.com
Guest
Posts: n/a
Thanked:
 
      04-18-2005, 02:47 AM
When I download my credit card transactions, Quicken does some crappy
matching, particularly when allocating money into categories, esp. when
splitting. This is a particular problem for places where you can buy
anything, like Walmart. I may get groceries or clothes there.

For example, when quicken downloads the transactions it automatically
splits the transaction into the same amounts and categories as whatever
it matched. So if I have a transaction for $15, and the one it matches
it up to was split into $88 for Groceries and $40 for clothes, it will
apply those splits to my transaction of $15.

Is there a setting somewhere where I can turn off this matching? For
places where there is a single category and that category is always the
same (e.g. Pizza Hut into Foodining out), it's a nice feature. But
this bad matching creates significant problems that are greater than
when it gets it right.

 
Reply With Quote
 
 
 
 
JM
Guest
Posts: n/a
Thanked:
 
      04-18-2005, 03:17 AM
Puruse thru: Edit > Preferences > Quicken Program

Would also go through and clean up Memorized Transactions - keep only
the ones you want. I generally set mine to $0 and lock them. Turn off
Auto-memorize [in Preferences] - you can easily add a new memorized
transaction by right-clicking and select.

 
Reply With Quote
 
 
 
 
John Pollard
Guest
Posts: n/a
Thanked:
 
      04-18-2005, 01:55 PM
wrote:
> When I download my credit card transactions, Quicken does some
> crappy
> matching, particularly when allocating money into categories,
> esp.
> when splitting. This is a particular problem for places where
> you can
> buy anything, like Walmart. I may get groceries or clothes
> there.
>
> For example, when quicken downloads the transactions it
> automatically
> splits the transaction into the same amounts and categories as
> whatever it matched. So if I have a transaction for $15, and
> the one
> it matches it up to was split into $88 for Groceries and $40
> for
> clothes, it will apply those splits to my transaction of $15.
>
> Is there a setting somewhere where I can turn off this
> matching? For
> places where there is a single category and that category is
> always
> the same (e.g. Pizza Hut into Foodining out), it's a nice
> feature.
> But this bad matching creates significant problems that are
> greater
> than when it gets it right.


There is nothing wrong with Quicken's "matching"; it is doing
the best it can with what you have given it.

If you have a payee that does not use the same category
consistently, then do not memorize the category (leave the
category blank in the memorized transaction). For that matter,
you may not even want to memorize the payee at all.

If the only benefit you expect to get from a memorized
transaction is to quickfill the payee name, don't use a
memorized transaction, use the address book. Tell Quicken to
utilize address book entries in quickfill and check each address
book name you want to appear in quickfill.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup


 
Reply With Quote
 
 
 
Reply

Thread Tools

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are On
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Is there a new version of Quicken doing bad things? Mr.Jan Quicken 9 11-12-2010 11:55 AM
Re: Quicken 2007 - Out of memory when doing update = corrupted data file jimnl69@hotmail.com Quicken 1 10-03-2006 06:57 PM
Should Quicken Be Doing This? Bob Newman Quicken 11 08-11-2005 09:33 PM
Quicken 98 to 2004--worth doing? Mya70 Quicken 15 08-22-2004 06:48 AM
How to stop automatic "matching" Mika Mantere Microsoft Money 1 08-05-2003 01:37 AM


All times are GMT. The time now is 05:04 PM.
Posts in this forum do not constitute the advice of AccountantForums.com or its members. Financial advice should always be taken from qualified advisors before committing to a financial decision.