If you have only reviewed a few of the downloaded transactions and want to mark only those transactions as reviewed, multi-select the reviewed transactions by using the standard Mac keyboard convention of holding down the Shift key to select a range of transactions or Command and clicking on different transactions individually. Note that this will not mark the orange pencils as reviewed, because you'll want to continue to see unmatched manually entered transactions so you can track them. If you have reviewed all of the newly downloaded transactions and want to mark all of them reviewed at once, click on the blue icon and select Mark All Downloaded Transactions as Reviewed. If you want to mark each transactions as reviewed after you look at each one, click on the blue icon and select Reviewed. After reviewing all of the downloaded transactions, it's easy to mark them as reviewed. An orange pencil icon turns blue when the transaction is matched with a downloaded transaction. In a connected account, a blue dot appears for all downloaded transactions. The icons work differently based on the connection type. QUICKEN FOR MAC CUSTOMIZE REGISTER MANUAL
Your workflow will probably differ depending on whether the account you are working with is a connected account or a manual account. If you see the matched icon ( ) and you think it was matched incorrectly, click the icon and select Unmatch.If you see the unmatched icon ( ) and notice that it should have matched, you can drag-and-drop the transaction onto a downloaded transaction to manually match.This could happen if the manual transaction is a check and is not yet cashed, or if the manual transaction does not match with any of the downloaded transactions.
Later, you downloaded the transaction from the financial institution. You entered a manual transaction in your account register (indicated by the icon ).
Later, when a matching transaction is downloaded from your financial institution, the icon changes to. Here are a couple of scenarios to explain the concept of matched and unmatched transactions: The transaction is entered manually and matched with the downloaded transaction.
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