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Transaction download status icons
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 is not yet matched with the downloaded transaction. |
| The transaction is , which has been entered manually and , has been matched with the a downloaded transaction. |
Here are a couple of scenarios to explain the concept of matched and unmatched transactions:
- 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.
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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.) |
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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