Notes
Downloaded transactions can be marked as either Matched, New, or Near Match. For an overview of the matching process and matching terminology, see Understand terms used in investment transaction matching. For additional assistance on working with special types of downloaded transactions, see Edit and delete downloaded transactions.
You can click Accept All to put all the transactions in your investment transaction list at once. However:
- If any of your transactions involve lots, Quicken may not accept them until you choose the lots. These transactions will remain in your Downloaded Transaction list even after you've clicked Accept All—you need to accept or delete them individually.
- If you've entered transactions into your investment list manually, Accept All may result in many duplicate entries. It's better in that case to accept transactions one by one.