Automatic Transaction Entry preferences

109 people found this helpful

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.

Help us improve our support center

Still can't find what you're looking for? Contact Support

Ask our community for help and to learn more about Quicken

Ask the community