As you work in a register, icons can appear in the Status column and other columns (such as Check #). Here is a list of the icons and what they mean:
Downloaded transaction icons
You may see these icons if you download your transactions.
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Long Icon |
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. |
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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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A transaction that has not been reviewed and cleared. |
Bill Payment icons
You may see these icons if you pay your bills online.
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Long Icon |
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. |
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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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A bill is marked "Sent" once payment has been sent to the payee. |
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A bill is marked "Canceled" if you have canceled the payment. |
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A lightning bolt appears in the Check # column for a Bank Bill Pay transaction (sent or unsent). To view details, click the lightning bolt and select Show Status to open the Bank Bill Pay status window. |
Reminder icons
You may see these icons if you work with reminders in a register.
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Icon |
Icon |
Meaning |
|---|---|---|
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A reminder is "upcoming" when the number of days until its due date exceeds the "Remind me [n] days in advance" setting. Click the icon for options. |
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A reminder is "due" when the number of days until its due date falls within the "Remind me [n] days in advance" setting. Click the icon for options. |
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A reminder is "overdue" when its due date has past. Click the icon for options. |
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