This topic lists the different status icons that are displayed next to your transactions.
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, which has been entered manually, has been matched with a downloaded transaction. |
Here are a couple of scenarios to explain the concept of matched and unmatched transactions:
These icons are associated with scheduled transaction that appear in your register.
Icon | Details |
Scheduled transaction. This transaction is scheduled to occur two or more days in the future. | |
Due Today. This transaction is expected to be paid that day. | |
Overdue. This transaction was scheduled for a previous date. |
Your workflow will probably differ depending on whether the account you are working with is a connected account or a manual account. The icons work differently based on the connection type.
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.
In a manual account, entering manually entered transactions won't display any icon by default.
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.) | |
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. |