Converted to Q2009 this week.
1) Downloaded transactions from checking acc. this am, transactions that I used Quicken Bill pay for, showed up as new transactions. With Q2008 they showed up as matched transactions. 2) The: To Do pane. (new feature?) lists reminders, then as you complete them, they are lined out. I have 2 Bills Overdue listed that I can't find anywhere. Everything should be paid. Is there a way to search for these? Tx
I encountered prob 1 on my first download with QP2009. In QP2008, I had both settings for "renaming rules" turned off, and transactions matched. I found in QP2009, that suddenly transactions no longer matched. The problem is remedied by turning on both "renaming rules" settings.
I can't comment on prob 2, as I enter my transactions a month ahead of time and thus have nothing in my To Do list.
Regards,
Margaret
Didn't solve my problem. The were on, I turned them off,restated program, turned them back on. Downloaded new transactions, didn't match.
Still have 2 bills marked unpaid. Checked all accounts, couldn't find anything
With all due respect to Margaret, I'm a little skeptical that Renaming Rules affect the "match" process for downloaded transactions.
In my experience, payee name plays little or no part in the attempt to match downloaded transactions to register transactions.
Where payee name does come into play is in matching a downloaded (or manually entered) payee to a transaction in your Memorized Payee List.
[Naturally, if there is some bug in Q2009, it could also affect the role payee names play in the matching of downloaded transactions. I have no insights into a solutiion, or workaround for Q2009's matching problem ... except to hope it's solved in a subsequent release.]
To (hopefully) clarify.
My comments about the role of payee names in the matching works are based on previous Quicken versions; if Intuit, in Q2009, explicitly intends to alter the matching process to place more (some?) emphasis on payee name, then Renaming Rules would become a virtual necessity.
I am having the same exact problem. None of my downloaded transactions are matching automatically, instead they are requiring manual matching. Both of my renaming rule options were on, so that was not my issue. Anyone else have any thoughts.
It's been reported many many times in the Quicken formums. Seems like a bug to me, but I haven't spent a lot of time on it. My bet is there is nothing you can do but wait for new releases to see if the behavior is changed.
Mine cleared up by going to the banking tab, summary sub-tab and then go down Bill and Income Reminders. If there is nothing in there, click options and uncheck "Review my accounts for candidate transactions."
Ron, Thank you. I had a (Schedule These ?) transaction that was overdue. I answered NO, then the reminder lined out. Interesting that unscheduled transactions would be included in the reminders.
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