Entering the banking transactions at download

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William2212
William2212 Unconfirmed, Member ✭
edited November 2020 in Registers & Transactions (Windows)
Is it just me or does it bother anyone else the new program is not allowing the option of matching downloaded transactions with reminders? Not allowing the option of matching downloaded banking transactions? That it just accepts them into the register?

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  • Quicken Francisco
    Quicken Francisco Alumni ✭✭✭✭
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    Hello @William2212

    Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. I'm wondering here if the option you're looking for is to turn off automatic entry. We can try to see here if that might be the case. To turn off automatic entry you can go across the top to edit > Preferences >Downloaded Transactions. The top two options will be about automatic entry and we'll want to make sure those do not have a checkmark. I'll leave a photo down below.

     

    Once you've given this a try see if this might help the way you're looking to enter transactions. Let us know how it goes!

    Thanks,

    Quicken Francisco


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