Accepting vs. reviewing downloaded transactions
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.
Comments
-
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."
1 -
Thank you for the quick reply. I didn't see that option. Was looking for a button, checkbox or radio button. 🙄
0 -
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!
0 -
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.
Signature:
This is my website: http://www.quicknperlwiz.com/0
