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After Quicken downloads your transactions, you can review the transactions before entering them in your register in a matching process called Compare to Register.

  1. Open the account you want to work with.
  2. Click the Downloaded Transactions tab. If you'd like, you can click the column headings to sort the transactions.
  3. Quicken assigns a Status to each downloaded transaction:
    • For transactions marked New
    • For transactions marked Match
    • For transactions marked Updated
    • For transactions marked Canceled, Failed, or No Funds
  4. 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.

  5. When you've finished accepting transactions, click Done.

Can I undo accepting a transaction?

Can I accept all transactions at once?

Can I accept transactions automatically?

Can I remove transactions from the list as I accept them?

What about accepting investment transactions?

Why can't I find the Downloaded Transactions tab?