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Take a Tour: Matching Transactions

After you have downloaded your transactions into Quicken® Premier and have viewed your statement, you are ready to match downloaded transactions and update your account register so that it reflects the most recent online information from Wells Fargo.

To match downloaded transactions:

  1. Choose an account from the Accounts menu (see example below).
  2. The newly downloaded transactions will appear at the bottom under the Downloaded Transactions tab. The tab also shows the number of downloaded transactions.
  3. You can either Accept All transactions or select a single transaction and either accept it or edit before entering it into the register.