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Upcoming Transactions: Auto-recognize?
Sep 02, 2009 06:11 am
![[dbh1313]](/webx/?30@@3)
dbh1313
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This post is about:
Quicken Online
I've been using Quicken Online for 4-5 months now, and I love it! However, I'm having a lot of trouble understanding how the Upcoming Transactions SHOULD work. I am very meticulous about setting up my cleared transactions: every transaction has a payee and category assigned to it. I keep this updated regularly.
For the most part, Quicken assumed the regular transactions and assigned them to Upcoming Transactions. I added a few, and I also keep this updated.
My question is this: does Quicken Online have any sort of auto-recognize/auto-clear feature for Upcoming Transactions? Take my rent, for example. It's always the same every month (say $700), and the Payee is always the same (say Land Rental). Quicken now recognizes this transaction every month (knows the Payee is Land Rental), and the amount never changes ($700). Each month, after that transaction has cleared and shows up in my transactions, the Upcoming Transaction (with the same Payee and the same dollar amount) is still sitting there at the top! I know I can click on it and "delete just this one", but I'd like Quicken to match the two records, if that's possible, and clear it for me from this month's Upcoming Transactions, and then push it til the next month. This way, my "Real Balance" is much more accurate, and I don't have to keep micro-managing my Upcoming Transactions.
Anyone know if Quicken Online does this already and perhaps I am doing something wrong?
Thanks!
-David
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