Automatic Transaction Entry preferences


Automatic Transaction Entry is a Quicken feature that enters downloaded transactions into a register or investment transaction list as soon as they are received. No action on your part is required to enter the downloaded transactions into a register.

If you've manually entered transactions, Quicken automatically matches those transactions with their corresponding downloaded transactions so you don't end up with duplicates.

You can determine which transactions are new by examining the column headed by a blue colored ball. Those with a dark blue ball are the newest; those with a lighter shaded blue ball are slightly older, and those with no ball are the oldest.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.