Is there a way that transactions can be automatically matched to transaction reminders? (Quicken did this automatically.)
Is there a way that transactions can be automatically matched to transaction reminders? (Quicken did this automatically.) Currently I have to manually “skip” each transaction reminder after the actual transactions are uploaded by qif.
If I don't manually delete/skip each instance of the transaction reminder from the Overdue Reminders after the actual transaction is uploaded, then Foresight is inaccurate.
Transaction reminders currently enable accurate cashflow Forecast in future months.
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1 Posted by mhoggie on 27 Oct, 2024 06:21 PM
just a user,
I don't think MD has that feature. The reminder transaction needs to be applied to the register before the related downloaded transaction and be detected for merging.
2 Posted by m.carry473 on 27 Oct, 2024 10:44 PM
Thank you very much for the response.
3 Posted by sth on 29 Oct, 2024 06:02 PM
Have the reminders enter the transaction BEFORE they are uploaded (you can set the reminder to commit a few days early). Do not confirm those transactions. Then when the qif is uploaded the transactions in the qif will attempt to match the ones recently loaded and you can confirm this.
The match is on amount, date, description etc. and will use past matches to improve the matching.
(NOT IK Support)
System closed this discussion on 28 Jan, 2025 06:10 PM.