Any manually entered payee name, category, memos, or tags will be retained. When Quicken downloads from your bank account a transaction that matches the date and amount of a manually entered transaction, the downloaded transaction will match the manual transaction, resulting in only one transaction in your account register. You can manually enter transactions even in your accounts that are set up for automatic download. Match downloaded transactions Automatic Matching of Manually Entered Transactions Learn more about the transaction download status icons displayed in your account register.

Set the Status filter in your register's filter bar to Not Reviewed to see downloaded transactions that you have not yet reviewed.

Set the Status filter in your register's filter bar to Last Downloaded to see only transactions that were downloaded during the last update.

The Status column in the register allows you to identify recently entered and Bill Pay transactions. This can be helpful if you're experiencing an issue and want to preserve the update text.

You can copy the Update Summary information. You can recall the Connectivity Status window by going to the menu bar at the top of the screen and selecting Window > Connectivity Status. You may also see a Needs Attention panel that will inform you of any connectivity issues and suggest a resolution, such as Re-Enter Credentials. That window will let you know what accounts connected successfully. When your update completes you will see a Connectivity Status window. You can also choose Accounts > Update All Online Accounts from the Quicken menu.You can see when the accounts were last updated immediately below the update button. Update Online Accounts: Click the Update Accounts icon at the top of the sidebar.Download transactions for all accounts at once (Update Accounts) To set up your online accounts, see Setting up accounts. Instead of entering each transaction manually, you can set up your accounts for automatic download directly into Quicken. Downloading your data is the most convenient way to get your transactions and other account information from your bank, credit card company, and other financial institutions into Quicken.

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