How to review imported transactions in Quicken separately

How to review imported transactions in Quicken separately

This tutorial shows how to import transactions in Quicken 2017. It is also applicable for Quicken 2019, 2018 or previous versions. We will use PDF2CSV utility.

Let's import transactions in Quicken into that area at the bottom. When you import a QIF file, a QFX file and you don't want transactions to go right into the register, you want to see them separately. It is very useful, because, let's say, if you have already transactions in this date range or if you just want to see what is imported.

How to review imported transactions in Quicken separately Step 1: area at the bottom

First, click 'Edit' - 'Preferences'.

How to review imported transactions in Quicken separately Step 2: edit, preferences

Click on 'Downloaded transactions' and uncheck 'Automatically add to banking registers'. When you uncheck this, transactions will go to that bottom area.

How to review imported transactions in Quicken separately Step 3: preferences, downloaded transactions

When you import transactions, they will be first here. Then you can 'Accept All', delete transactions, you will see them separately after import.

How to review imported transactions in Quicken separately Step 4: accept all

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