Why am I getting blue dots on the left-hand side of the ledger after a download?

Joe Banton

When the download completes it appears to be reconciling new transactions. A blue dot is showing on the left side of the ledger. I would like to stop that from happening. What do I change in preferences to stop it?

UKR

Joe Banton said:

When the download completes it appears to be reconciling new transactions. A blue dot is showing on the left side of the ledger. I would like to stop that from happening. What do I change in preferences to stop it?

It looks to me like you're automatically accepting downloaded transactions into your registers (accepting, not reconciling, that's a separate step)

If you'd like the capability of manually reviewing, changing and then accepting newly downloaded transactions, you can change Quicken to do that ...

Where are the "Auto-accept downloaded transaction" settings?

There are two places where this is controlled in Quicken for Windows:
 - Globally, for all accounts, in Edit / Preferences / Downloaded Transactions
 - For each account individually, the global setting can be overridden from the Edit Account Details screen, Online Services Tab. Look for blue text "Automatic Entry is: ON / OFF". Click the text to change the setting.

Frankx

Hi @Joe Banton,

The blue dot doesn't actually relate to "reconciling new transactions".  It is simply marking downloaded items for review.  Here's the text from the in product Help menu:



Let me know if you have any followups.

Frankx

UKR

Joe Banton said:

When the download completes it appears to be reconciling new transactions. A blue dot is showing on the left side of the ledger. I would like to stop that from happening. What do I change in preferences to stop it?

It looks to me like you're automatically accepting downloaded transactions into your registers (accepting, not reconciling, that's a separate step)

If you'd like the capability of manually reviewing, changing and then accepting newly downloaded transactions, you can change Quicken to do that ...

Where are the "Auto-accept downloaded transaction" settings?

There are two places where this is controlled in Quicken for Windows:
 - Globally, for all accounts, in Edit / Preferences / Downloaded Transactions
 - For each account individually, the global setting can be overridden from the Edit Account Details screen, Online Services Tab. Look for blue text "Automatic Entry is: ON / OFF". Click the text to change the setting.

Joe Banton

Thanks for your help.