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Where did the blue pencil status icons go?

Actually, they haven't totally disappeared. They still show up (i.e. turning a red pencil into a blue pencil) when matching a downloaded credit/payment to an account. But, for transactions that are charges/payments from an account, there is no red pencil or blue pencil when matched with a downloaded transaction. However, a "c" does show up in the "Cleared" column. This occurs across multiple account types (checking account and credit card account).

I just upgraded from 2017 to Subscription. Current version is 25.21. This feature worked fine before upgrading.

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    The blue pencil and blue dot icons will only appear when the register is set to use Automatic entry  for downloaded transactions.  If you haven't already, you may want to review: https://www.quicken.com/support/automatic-transaction-entry-preferences
  • jeffvdp
    jeffvdp Member
    The register is and has been set for automatic entry for downloaded transactions. The blue dots show up fine. But, when a downloaded charge or payment from an account matches a manual entry, I no longer get the blue pencil. There is no status icon at all. This seems to work just fine for matching manual transactions if they are credits or payments to an account i.e. the blue pencil appears. No changes have been made to preferences. This worked just fine prior to the "upgrade".
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    @jeffvdp

    Are you syncing to the cloud?
    If I remember correctly the one time I have seen what you describe is when I was testing syncing to the cloud.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • jeffvdp
    jeffvdp Member
    I tried to figure out if I am syncing to the cloud. I don't think I am, but I don't know how to check that. It also seems I was wrong about only credits/payments to the account not being affected. Sometimes debits/payments from the account do get the blue pencil and sometimes they don't.
  • Quicken Sarah
    Quicken Sarah Administrator, Moderator mod
    Hello @jeffvdp

    Thank you for providing that additional information, although I apologize that you have not yet received a follow-up response.

    If you are still experiencing this behavior, and haven't already, please open Quicken and go to the Mobile & Alerts tab.

    Is there a "Get Started" button, or do you see a list of accounts selected for syncing with the Mobile/Web apps?

    If there is a list of accounts selected for syncing, are the accounts experiencing the missing blue pencil status icon in the list?

    Please let us know, thank you.

    Sarah
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Perhaps Auto reconcile is enabled.  If you haven't already, you may want to review: https://www.quicken.com/support/reconciling-account-quicken-windows
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Sherlock said:
    Perhaps Auto reconcile is enabled.  If you haven't already, you may want to review: https://www.quicken.com/support/reconciling-account-quicken-windows

    Good thought, but wonder, because he said that the transactions are getting a c, if they were automatic reconciled they should have gone to R (and the status column would be cleared)

    Note that automatic transaction entry and automatic reconcile really don't mix.

    Automatic reconcile is only concerned about the amounts lining up, it doesn't care about categories.  So when the download is done and automatic reconcile kicks in if the reconcile succeeds the status column entries will be cleared, and the user will not be able to easily tell which are new to review to make sure the categories are correct.

    With "non automatic entry mode" the "download" doesn't finish until after the user selected Done in the "Downloaded Transactions tab".  So it doesn't have this "conflict".
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • I noticed the same thing, before I upgraded when transactions were downloaded, I had to review them. Now, I see a blue circle, click on the account and nothing is blue.
  • jeffvdp
    jeffvdp Member
    Hi Quicken Sarah,
    There is a blue "Get Started" button under the Mobile & Web tab.

    Sherlock,
    "Auto reconcile" is not enabled.
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