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Accepting vs. reviewing downloaded transactions

jeanderson

Been a Quicken for Windows user for decades. Have an older credit card account that I download transactions. When new transactions arrive, a red flag appears in the account list and I go to the bottom panel of the register and click Accept.

I setup a new credit card account about a year ago. When I download transactions, a small blue dot appears next to the account in the list. When I go to the register, the downloaded transactions are already in the register with a blue dot in the left column. I click on the dot and click Reviewed.

I like having the downloaded transactions automatically entered for me to review. How do I setup my older credit card account to do the same? I can't find any option in the register or on the account details dialog.

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Comments

Tom Young

You should be able to edit that Account, click on the "Online Services" tab of the "Account Details" window and change "Automatic entry is: Off" to "On."

jeanderson

https://community.quicken.com/discussion/comment/20438951#Comment_20438951

Thank you for the quick reply. I didn't see that option. Was looking for a button, checkbox or radio button. 🙄

Tom Young

Personally, I do like reviewing credit card transactions down in the "Downloaded Transactions" window. That focus makes it easier to ensure that each transaction is legitimate and not fraudulent, (I've encountered a few fraudulent transactions over the years), and selecting them one at a time gives me the chance to make sure the Category (or Categories for a split) is/are correct as opposed to the guess as to the Category that Quicken selects. I know that I can go into the Register and do that even with automatic entry on, but it just seems easier to get distracted that way.

To each their own!

Chris_QPW

Note that there is a global setting for this:

Edit → Preferences → Downloaded transactions → Automatically add to banking registers

This means that if you have the setting in the Account Details → Online Services tab set to "Use the general account preference that applies to all Banking accounts." selected it will follow the global setting.