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You may see these icons if you download your transactions.
Icon | Meaning |
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All transactions that were recently downloaded and are not reviewed or reconciled are marked as "New." This transaction has not been reconciled. | |
A transaction is a "New Match" after it has been compared to, and accepted as a match to a downloaded transaction or a manually entered transaction. This transaction has not been reconciled. |
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You may see these icons if you pay your bills online.
Icon | Meaning |
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A bill is marked "To Send" when it is ready to be sent for payment in the next One Step Update. To send it, or postpone payment, click the icon for options. | |
A bill is marked "On Hold" when you have postponed payment. When you are ready to send payment, click the icon for options. |
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You may see these icons if you work with reminders in a register.
Icon | Meaning |
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A reminder is "upcoming" when the number of days until its due date exceedsexceeds the "Remind me [n] days in advance" setting. Click the icon for options. | |
A reminder is "due" when the number of days until its due date falls withinwithin the "Remind me [n] days in advance" setting. Click the icon for options. | |
A reminder is "overdue" when its due date has past. Click the icon for options. |