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Quicken Classic for Windows
New to Quicken/Getting Started (Windows)
How do I start over?
Stu_B
I recently installed Quicken Deluxe (first time user) and in doing so I had to provide my bank and sign on information, which I did. In doing so, transactions were downloaded into Quicken automatically. I would like to start with the bank information (connection) but do NOT want to have the transactions downloaded immediately (only when I desire). Can I start over and NOT have the transactions downloaded the first time (uninstall / install again)? If I cannot uninstall / install again, then can I just delete all of the transactions and start fresh (from a point where I know my old paper check register balances)? If yes, then how do you create an 'opening' balance transaction? Thank you for any help that you can provide. Stuart Boulton
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Sherlock
To start over, I suggest you create a new data file: select
File > New Quicken File…
To add an account without enabling
Online Services
, I suggest you create a manual account:
https://www.quicken.com/support/how-do-i-enter-accounts-and-transactions-manually-quicken-windows
When you subsequently attempt to enable the
Online Services
for the accounts at a financial institution, Quicken will present a list of the accounts found at the financial institution. Remember to
link
the financial institution’s accounts to the appropriate existing account registers in Quicken. If you haven't already, you may want to review:
https://www.quicken.com/support/activate-account-online-services
splasher
If you decide to delete transactions from the first file you created, you can not download those transactions a second time into the same account in that file. Quicken does this to prevent duplicate transactions from being entered into an account.
Sherlock did not mention it, but re-installing the software will not help since the data is kept in a data file and not in the program.
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