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

Discussion in 'Quicken' started by anon@yahoo.com, Apr 18, 2005.

  1. Guest

    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 Food:Dining out), it's a nice feature. But
    this bad matching creates significant problems that are greater than
    when it gets it right.
     
    , Apr 18, 2005
    #1
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  2. JM Guest

    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.
     
    JM, Apr 18, 2005
    #2
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  3. John Pollard Guest

    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 Food:Dining 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
     
    John Pollard, Apr 18, 2005
    #3
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