If you set up your accounts to use One Step Update, the transactions download and appear in the Downloaded Transactions tab of your account registers. You can then review and add the transactions to your register. However, because downloaded transactions often come in with a series of numbers, symbols, or names that probably don't make a lot of sense, you may prefer to rename them. To do this, you can edit the transaction, rename it to something that makes sense to you, and assign a category so you can track it. One of the nice things about Quicken is that when you do rename transactions and assign categories, Quicken remembers so the next time a transaction is downloaded or entered into your register with the same, original name, Quicken automatically renames it for you and assigns the category. In the meantime, refer to the following task to learn how to edit and delete transactions. Edit and Delete Transactions
|