![]() If no transactions are close enough, Quicken changes the transaction's status to New. Quicken attempts to match the transaction again. If the selected transaction may match another transaction, click the Edit button and then choose Unmatch.Quicken changes the transaction's status to New. If the selected transaction should not match any other transaction but is Matched, click the Edit button and then choose Make New.If you select more than one transaction when manually matching, Quicken will enter a split transaction in your account register with a single line for each selected transaction and a line for the difference in amounts, if any. Quicken opens a window to allow you to select one or more transactions. If the selected transaction is not currently marked as Matched, but should be matched to one or more transactions already in your Quicken register, click the Edit button and then choose Match Manually.For transactions that should match an existing register transaction but do not:.If you need to modify a downloaded transaction, use the Edit button that appears below the transaction when it is selected. ![]() Note: You can edit new transactions once they are accepted into the register (for example, to add a category or memo). If the transaction is marked New or if it is correctly matched with a corresponding register transaction, click Accept.Review each transaction in the Downloaded Transactions window.What if I can't find the downloaded transactions tab? Below the register, make sure that the Downloaded Transactions tab is selected.Open the register of the account you want to work with.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. After Quicken downloads your transactions, you can review the transactions before entering them in your register in a matching process called Compare to Register.Ĭompare to Register gives you the opportunity to choose what to do with each downloaded transaction.
0 Comments
Leave a Reply. |