Why are transactions which are matched after download are NOT marked cleared?

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emily
emily Member ✭✭

Very annoying change to the program. Instead of accepting the match and marking it as cleared it now comes up with a blue pencil (as opposed to red - uncleared). When you mark it as reviewed, it doesn't show it as cleared. [Removed - Violation of Community Guidelines/Profanity] No explanation anywhere as to what the [Removed - Language] blue pencil even does much less something you can do to change the preference. [Removed - Violation of Community Guidelines]

Answers

  • emily
    emily Member ✭✭
    edited May 15
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    After looking at my credit card company, it appears as if it's a pending transaction, not actually cleared - but it doesn't appear with the pending. This makes no sense. Get rid of the [Removed - Language] blue pencil.

  • Jon
    Jon SuperUser, Mac Beta Beta
    edited May 15
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    The pencil icon does not indicate an uncleared transaction, it just means it hasn't been marked as reviewed by you. In the current version of Quicken Mac, on the General tab in Settings, there's a setting where you can automatically mark updated transactions as reviewed. Check the Early Access box & then the Auto-Review box. See if that does what you want.

    Or, if you really don't find the pencil icons useful at all you could just turn off that column in the register (it's the Status column).

    A Cleared transaction is indicated by a blue check mark in the CLR column.

  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    @emily First, can you clarify what version of the program you're running. Is is Mac or Windows. You posted in a Mac category, but your reference to a red uncleared transaction doesn't sound like anything that's ever been part of Quicken Mac. Also, Quicken Mac does not yet show pending transactions that I'm aware of; that's something the developers have been trying to get working smoothly in Quicken Windows.

    If you're using Quicken Mac, you may want to look at this page in the online Help which explains the various states symbols.

    Also: in quicken Mac, marking a transaction as reviewed or not reviewed (status) doesn't automatically change the Clr value (reconciled, cleared, or not cleared). there is a preference you can enable for somewhat the opposite: when a transaction is reconciled, it can be set to it automatically change the status to reviewed so you don't need to do that separately. For this, go to Settings > Register and checked the box for "Mark reconciled transactions as reviewed."

    Quicken Mac Subscription • Quicken user since 1993
  • emily
    emily Member ✭✭
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    I figured out what the blue pencil meant. Not very useful. I do find the red pencil useful as it shows at a glance something hasn't cleared. I'm running windows, so the mac version doesn't apply. I know I can eliminate the status column but as said above, the red pencil is helpful - the blue isn't. As to the profanity used, I'm easily frustrated by the so call "improvements". What would be helpful is when a change like this happens (apparently with the pending transactions addition to the program), it would be useful for them to explain what these things mean. I've been using this program since 1985 when Intuit owned it; the change in ownership hasn't always been good. I do appreciate that the program hasn't died, though as the other programs aren't as robust.

  • Quicken Anja
    Quicken Anja Moderator mod
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    Hello @emily,

    Your post was originally posted in a Mac category. However, since you mentioned you’re running Windows, I went ahead and moved your post to the proper Windows category.

    Thank you!

    -Quicken Anja
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