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Matching bill reminder entries to actual posts to account

I am using Quicken 2009 Rental Property Manager and I am having some issues with the bill reminder feature

Suppose I have a bill payment for $74 that clears in my bank account before I go to the Bills tab, click the bill, then click the Enter button. My current experience is that it creates a duplicate transaction under my checking account in Quicken. How can I have it match up with that transaction instead of creating a separate entry?

I also sometimes receive income as one lump sum instead of broken down by bill as I have entered them in the Bill reminder area. Suppose I receive a deposit in my bank account for $101 and that represents a payment for 3 bills being $16, $34, and $50. When I click the Enter button for each of the income reminders, how do I match them up as splits for the $101.00 check that was deposited into my checking account?

Reply to
AsymF
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It doesn't matter when the transaction clears your bank account. It doesn't matter when you download the transaction. All that matters is that you Enter the scheduled transaction in your Quicken account register before you Accept the downloaded transaction.

To make it even easier, give yourself a few more days warning time to Enter the scheduled transaction.

[Quicken has the facility to match downloaded transactions to scheduled transactions that are not yet in a Quicken account register ... but it doesn't always work ... and you won't know it didn't work until after the downloaded transaction has been accepted.]

You can Manually Match a downloaded transaction to multiple register transactions. The only problem with that would be if the three register transactions were for different payees; the resulting split transaction would have the payee names in the memo fields in the split lines ... messing up reporting by payee.

Reply to
John Pollard

Initiate a Manual Match for the downloaded transaction (Edit > Manual Match). In the resulting dialog, select the transactions you want it matched to, then click Accept.

Reply to
John Pollard

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