(1) Is it possible to just remove the transactions after 1/31/18 in all accounts in some way so that a fresh update will start with 2/1/18 and fix the payee names and categories?
(2) Further, is it possible to just re-download February, make further renaming rules and corrections and then repeat that process for each month?
(3) Just for file size, could I also delete all transactions prior to 1/1/18, prevent them from downloading again, and then modify each account's opening balance?
(1) Is it possible to just remove the transactions after 1/31/18 in all accounts in some way so that a fresh update will start with 2/1/18 and fix the payee names and categories? It is possible to remove the transactions after 1/31/18 in all accounts (for example, using a Transaction report). It should not be possible to import transactions into an account that has already seen the downloaded transactions however sometimes the Express Web Connect connection method does allow previously downloaded transactions to reappear. The work around to reliably download the transactions again is to move the transactions we wish to preserve to a new account. Duplicate transactions may be downloaded into the new account but can be subsequently removed (for example, by deleting the appropriate range of new transactions sorted by Order Entered).(2) Further, is it possible to just re-download February, make further renaming rules and corrections and then repeat that process for each month?The process may be repeated.(3) Just for file size, could I also delete all transactions prior to 1/1/18, prevent them from downloading again, and then modify each account's opening balance?It is possible to delete all transactions prior to 1/1/18 (for example, using a Transaction report) and to modify each account's opening balance. Again, transactions that have previously been downloaded into an account should not reappear. An account's imported transactions are remembered by a Transaction Identifier (TID) that is supposed to be unique to the transaction. It does not matter weather the imported transaction was accepted into the account or not. The screen scraping scripts used by some of the Express Web Connect connection method supported financial institutions generate TIDs for the available transactions and, sometimes, the TIDs generated do not match the TIDs that were previously generated for the same transaction. This typically occurs when the state maintained for the account in the Express Web Connect servers is reset.
Where are the "Auto-accept downloadedtransaction" settings?
There are two placeswhere this is controlled in Quicken for Windows: - Globally, for all accounts, in Edit /Preferences / Downloaded Transactions - For each account individually, theglobal setting can be overridden from the Edit Account Details screen, OnlineServices Tab. Look for blue text "Automatic Entry is: ON / OFF".Click the text to change the setting.
You could also run a banking, transactions report and edit the payee names and categories to what You want. Use click and then shift click to select multiple securities in between. Use CTL click to select non-adjacent transactions. Then right click the selection for options to rename the payees or re-categorize the selection.
Here's yet another way to solve your problem instead of deleting and re-downloading transactions:Use Edit / Find/Replace to select the transactions that need fixing. Then replace the Category with the correct one. Or change the Payee Name to a common, standardized Payee Name.For new transactions, manually review and accept downloaded transactions instead of letting Quicken dump everything directly into your account registers. This gives you better control over what's downloaded and what the new register transaction will look like, as far as Payee Names and Categories are concerned.Where are the "Auto-accept downloadedtransaction" settings? There are two placeswhere this is controlled in Quicken for Windows: - Globally, for all accounts, in Edit /Preferences / Downloaded Transactions - For each account individually, theglobal setting can be overridden from the Edit Account Details screen, OnlineServices Tab. Look for blue text "Automatic Entry is: ON / OFF".Click the text to change the setting.
Here's yet another way to solve your problem instead of deleting and re-downloading transactions:Use Edit / Find/Replace to select the transactions that need fixing. Then replace the Category with the correct one. Or change the Payee Name to a common, standardized Payee Name.For new transactions, manually review and accept downloaded transactions instead of letting Quicken dump everything directly into your account registers. This gives you better control over what's downloaded and what the new register transaction will look like, as far as Payee Names and Categories are concerned.
along with redownloading.
(1) Is it possible to just remove the transactions after 1/31/18 in all accounts in some way so that a fresh update will start with 2/1/18 and fix the payee names and categories? It is possible to remove the transactions after 1/31/18 in all accounts (for example, using a Transaction report). It should not be possible to import transactions into an account that has already seen the downloaded transactions however sometimes the Express Web Connect connection method does allow previously downloaded transactions to reappear. The work around to reliably download the transactions again is to move the transactions we wish to preserve to a new account. Duplicate transactions may be downloaded into the new account but can be subsequently removed (for example, by deleting the appropriate range of new transactions sorted by Order Entered). (2) Further, is it possible to just re-download February, make further renaming rules and corrections and then repeat that process for each month?The process may be repeated. (3) Just for file size, could I also delete all transactions prior to 1/1/18, prevent them from downloading again, and then modify each account's opening balance?It is possible to delete all transactions prior to 1/1/18 (for example, using a Transaction report) and to modify each account's opening balance. Again, transactions that have previously been downloaded into an account should not reappear. An account's imported transactions are remembered by a Transaction Identifier (TID) that is supposed to be unique to the transaction. It does not matter weather the imported transaction was accepted into the account or not. The screen scraping scripts used by some of the Express Web Connect connection method supported financial institutions generate TIDs for the available transactions and, sometimes, the TIDs generated do not match the TIDs that were previously generated for the same transaction. This typically occurs when the state maintained for the account in the Express Web Connect servers is reset.
