daatrax.blogg.se - Quicken home and business 2017 task manager process

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.