Page History
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Icon | Details |
| The transaction is flagged for review. By default, all downloaded transactions are marked for review. |
| The transaction was manually entered in your connected account register, but but is not yet matched with the downloaded transaction. |
| The transaction is entered manually and matched with the downloaded transaction. |
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In a connected account, a blue dot appears for all downloaded transactions. An orange pencil icon turns blue when the transaction is matched with a downloaded transaction. After reviewing all of the downloaded transactions, it's easy to mark them as reviewed.
- If you want to mark each transactions as reviewed after you look at each one, click on the blue icon and select Reviewed.
- If you have reviewed all of the newly downloaded transactions and want to mark all of them reviewed at once, click on the blue icon and select Mark All Downloaded Transactions as Reviewed. Note that this will not mark the orange pencils as reviewed, because you'll want to continue to see unmatched manually entered transactions so you can track them.
- If you have only reviewed a few of the downloaded transactions and want to mark only those transactions as reviewed, multi-select the reviewed transactions by using the standard Mac keyboard convention of holding down the Shift key to select a range of transactions or Command and clicking on different transactions individually. Once you have your selection, Control + Click (right-click) on any selected transaction and select Set Status of Selected Transactions to > Reviewed from the context menu.
- If you make a mistake, you can use the same methods above and select Not Reviewed on the transactions that need to be changed.
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Bill Pay transaction status icons
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.) |
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. |
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