Yes you need to enter the date and amount so it knows when and for how much the transaction it is searching for is.
Problem I find with doing it your way is if you do it at the wrong time or have an error in your date/amount you end up creating a new transaction which will throw your balance off and mean your account is unreconciled. I have never need to reconcile any of my accounts as I do not interfere with the transactions on the feed.
You have to create the receipt in the receipt hub exactly the same way whichever way you do it, except for not ticking the box, but you cannot get yourself in a mess by not creating transactions. I’m not saying my way is the only or best way, but I have never needed to reconcile or fix the bank accounts in the 8 or so years I have been using Quickfile.