Page History
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- You entered a manual transaction in your account register (indicated by the icon ). Later, when a matching transaction is downloaded from your financial institution, the icon changes to.
- You entered a manual transaction in your account register (indicated by the icon ). Later, you downloaded the transaction from the financial institution. However, the icon does not change to. This could happen if the manual transaction is a check and is not yet cashed, or if the manual transaction does not match with any of the downloaded transactions.
- If you see the unmatched icon ( ) and notice that it should have matched, you can drag-and-drop the transaction onto a downloaded transaction to manually match.
- If you see the matched icon ( ) and you think it was matched incorrectly, click the icon and select Unmatch.
Schedule icons
These icons are associated with scheduled transaction that appear in your register.
Icon | Details |
Scheduled transaction. This transaction is scheduled to occur two or more days in the future. | |
Due Today. This transaction is expected to be paid that day. | |
Overdue. This transaction was scheduled for a previous date. |
Marking transactions as reviewed
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Icon | Description in the Check # column | When you will see this. |
Shown when you are entering a non-Bill Pay transaction in an account that is enabled for Bill Pay. | ||
To send | Shown after you enter a Bill Pay transaction in your Quicken register, but have not yet sent the payment instructions to your financial institution. | |
Sent (or check #) | Shown after you send the payment instruction to your financial institution; but before the financial institution has started to process the payment. When this icon is displayed you can still cancel this transaction. Some financial institutions may provide a check number at this time. If provided, a check number is displayed in the Check # column, instead of the text Sent. | |
Paid (or check #) | Shown when the transaction is being processed by the financial institution but not yet matched with a downloaded transaction. | |
Paid (or check #) | Shown when a previously sent Bill Pay transaction is matched to a downloaded transaction. (To remove the icon, click it and select Reviewed.) | |
Void | Shown if you cancel a Bill Pay transaction. (You can delete the transaction if you wish.) | |
Failed / Error | The transaction failed. | |
Waiting | "Waiting" is displayed when Quicken sends a payment or cancellation request to your bank. If Quicken is unable to get a response from the bank, this label may persist. If this occurs, do an update to resend the response. |