Home > Support > Downloaded Transactions Preferences

Downloaded Transactions Preferences

Updated: 5/14/2012 | Article ID: GEN82316

  1. Choose Edit menu > Preferences.
  2. On the left, select Download Transactions.
  3. On the right, select the settings you want to use.
    • Automatically add to banking registers When this option is selected, Quicken will enter downloaded banking transactions into all of your registers as soon as they are received. If you've manually entered transactions, Quicken automatically matches those transactions with their corresponding downloaded transactions so you don't end up with duplicates.
      If you do not use this option all downloaded transactions must be manually reviewed and accepted before they are added to your registers. Unaccepted transactions will not appear in reports, graphs, and other product features.
    • Automatically add to investment transactions list When this option is selected, Quicken will enter downloaded investing transactions into all of your investment transaction lists as soon as they are received. If you've manually entered transactions, Quicken automatically matches those transactions with their corresponding downloaded transactions so you don't end up with duplicates.
      If you do not use this option all downloaded transactions must be manually reviewed and accepted before they are added to your investment transaction lists. Unaccepted transactions will not appear in reports, graphs, and other product features.
    • Apply renaming rules to downloaded transactions When this option is selected, Quicken will use existing renaming rules to automatically rename similar payees for future downloaded transactions.
    • Renaming Rules Apply renaming rules to downloaded transactions. Automatically create rules when manually renaming (Click Renaming Rules... create rules) Capitalize first letter only in downloaded payee names.
    • Capitalize first letter only in downloaded payee names For example, the downloaded payee ANYTOWN ESPRESSO would automatically be renamed as Anytown Espresso.
    • Hide accepted transactions in the downloaded transaction list When this option is selected, downloaded transactions are removed from the compare to register list as they are accepted into your register. This helps with readability.
  4. Click OK to save your changes.
 
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