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Transaction download status icons

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 Image Removed Image Added ). Later, when a matching transaction is downloaded from your financial institution, the icon changes to Image Removed Image Added.
• You entered a manual transaction in your account register (indicated by the icon Image Removed Image Added ). Later, you downloaded the transaction from the financial institution. However, the icon does not change to Image Removed Image Added. 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 ( Image Removed Image Added ) 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 ( Image Removed Image Added ) and you think it was matched incorrectly, click the icon and select Unmatch.

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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.

1. If you want to mark each transactions as reviewed after you look at each one, click on the blue icon and select Reviewed.
2. 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.
3. 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.
4. 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.

Image Removed

Image Added

Shown when you are entering a non-Bill Pay transaction in an account that is enabled for

Bill Pay. Learn how to create a new

Bill Pay

transaction.

.

Image Removed

Image Added

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.

Image Removed

Image Added

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.

Image Removed

Image Added

Paid (or check #)

Shown when the transaction is being processed by the financial institution but not yet matched with a downloaded transaction.

Image Removed

Image Added

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.)

Image Removed

Image Added	Void	Shown if you cancel a Bill Pay transaction. (You can delete the transaction if you wish.)
Image Added	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.

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