After Quicken downloads your transactions, you can review the transactions before entering them in your register in a matching process called Compare to Register.
Compare to Register gives you the opportunity to choose what to do with each downloaded transaction. For example, is it a new transaction? Or should it match a transaction that has already been entered into the register? Compare to Register helps keep your registers accurate. If you don't want this level of control, Quicken has a great new time-saving feature called Automatic Transaction Entry.
- Open the account you want to work with.
- Click the Downloaded Transactions tab. If you'd like, you can click the column headings to sort the transactions.
- Quicken assigns a Status to each downloaded transaction:
You can delete one or more transactions if they do not match. Select your transaction(s), then delete them using the Delete key, CTRL+D, right-click Delete Transactions, or the Delete button. You will be asked to confirm the deletion.
- When you've finished accepting transactions, click Done.
Can I undo accepting a transaction?
You can undo only the action of accepting multiple transactions (for example, if you clicked Accept All but later changed your mind). To do this: on the Downloaded Transactions tab, click Undo Accept All. Undo Accept All is available until you close Quicken or until you next update the account in question. You cannot undo transactions that have been accepted individually. Transactions having multiple attachments, receipts or Notes would be lost if you Undo Accepted/Reviewed transactions from other Quicken Products. You will have to Accept or Mark the transactions as reviewed and upload the attachments again.
Can I accept all transactions at once?
Yes. If everything appears correct in your downloaded transactions list, you can click Accept All to accept all transactions into your Quicken register.
Can I accept transactions automatically?
Yes you can. Quicken has a great new time-saving feature called Automatic Transaction Entry. Check it out!
Can I remove transactions from the list as I accept them?
Click the Hide Accepted button to remove transactions from downloaded transactions list as they are accepted into your register. This helps with readability. After clicking the button, its name changes to Show Accepted, which you can click again to restore the transactions to the list, if necessary.
What about accepting investment transactions?
The steps above apply only to spending account transactions (checking, savings, and credit card). The process for accepting downloaded investment transactions is different.
Why can't I find the Downloaded Transactions tab?
The Downloaded Transactions tab normally appears just below your Quicken register. If you don't see it, click here for more information.
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