Match your transactions

Quicken Classic for Mac automatically tries to match downloaded transactions with your manually entered or scheduled transactions (Bill and Income Reminders). When the date, payee, and amount are close enough, Quicken marks the scheduled transaction as paid and links it to the downloaded transaction.

However, if the details don’t align closely—such as a different payment amount or an unexpected date—you may need to match them manually to avoid duplicate entries in your account register.

How automatic matching works

Quicken automatically matches transactions when:

• The payee name is the same or very similar

• The transaction date is within a few days of the scheduled date

• The amount is the same or close enough to be considered a match

When matched automatically, the scheduled transaction is marked as paid and merged with the downloaded one.

How to match transactions manually

If Quicken doesn’t match a downloaded transaction with a scheduled one, you can do it yourself:

1. Open the account register containing both the downloaded and scheduled transactions

2. Locate the downloaded transaction

3. Locate the scheduled transaction (typically marked with a clock icon or shown in gray)

4. Drag one transaction onto the other

The two transactions will merge, and the scheduled transaction will be marked as paid.

To unmatch a transaction:

1. Control-click (or right-click) the matched transaction

2. Choose Unmatch Transaction or Reject Automatic Transaction Match

3. Once unmatched, you can manually match it to the correct item

Best practices

• Keep your scheduled transactions up to date with realistic amounts and due dates

• Use consistent payee names to improve automatic matching accuracy

• Reconcile your accounts regularly to catch unmatched or duplicated entries early

Matching ensures your register stays clean and accurate—without duplicate transactions or incorrect balances.