Still trying to remove duplicate downloads when upgraded to Quicken Premier 2019 on Mac

zoogirl

I looked at Splasher's recommendation for grouping all of the downloaded transactions and to select and delete them. 

"The way to deal with it is to make sure in Preferences (Downloaded transactions section) that "auto enter" is NOT checked." 

I cannot find this Prefence section he references in my version of quicken for mac. 

Make a backup, do not skip this step, if you are unhappy with the results that follow, you can restore your data to this condition.  DONE


The next thing is to put in a $0 transaction as a marker so that you know where your last transaction was before starting. DONE


"Then, do a Ctrl+Shift+E while in the account (takes you to the Account Detail screen), select the Online Services tab and activate One Step Update.  During this process, make sure that you "link" and NOT "add" the account to the existing account." Not able to do a Ctrl+Shift+E on my mac. It does nothing. Also, there is no choice to "link" and NOT "add" the account to the existing account.

Perhaps these instructions are outdated or not for a Mac? Or maybe I am just not trying hard enough

John_in_NC

Thanks for answering.

• Like Splasher recommended, make a backup just in case.
• Write down your balances on paper so you have something to compare to
• Go into the desired account where you have the unwanted transactions.
• We are going to change the sort order temporarily. Note the column headers: you will see one with a dot like below. This is the "Status" column:
• Click on that column header (this will make it the sort key)

You will notice a bunch of different symbols: (orange pencil=manually entered, Blue pencil=manually entered and matched to a download, and blue dot=downloaded, blank-reviewed.) There are other icons like clocks, etc., but don't worry about them now)

Since you are sorted by the Status column, all the different icons types will now be grouped together. If all your other transactions converted over were OK, then you want to focus on the Blue dots-those are the downloaded ones that haven't been matched. You will want to shift select them all at once, and then hit delete to remove. (You can leave any blue pencils alone as they matched to existing.)

Once you are done, you can click on the Date column header to return to the Date sort order.

Verify that all the duplicates are gone and balances match. You might have to babysit a few things (I don't know, I don't have your data in front of me), but that should group all the downloaded transactions together so that you can remove them.**

**If you never reviewed your transactions before you setup download, it is possible the valid transactions you have also have blue dots. In this case, you would have to resort to the backup, and select all the transactions/mark them as reviewed before you setup the account for online access. That isn't hard.

John_in_NC

Yes, his instructions are for the Windows version.

The Mac version always auto-enters transactions into the register. You can't disable that.

The whole ctrl+shift+E thing somehow relates to "new account discovery." The process is the similar on the Mac side. His instructions are so that the transactions are "Linked" to the existing account versus allowing the program to create a new account. You would want to link on the Mac side as well.

I don't know any of the backstory on what is going on-perhaps you could add the details to this thread. (I don't know if this post was broken off from another thread.)

There are ways to delete en-masse and group downloaded transactions. But, before I give any specifics, it would help to know what you are doing and why.

Thanks!

zoogirl

Thank you for your help! I upgraded about a week ago and was linking to my bank and I had hoped it would just pick up where it left off -- but it downloaded some transactions all the way back to 2014!! There was no way I could manually clean it up and I asked for help. I was directed towards Splasher's thread and only tonight had the opportunity to see if it would help me. That is when I realized that I probably mistakenly posted it in the wrong group. Your help in grouping the downloaded transactions would be greatly appreciated. I did not see anything that would allow me to do that.

John_in_NC

Thanks for the response. This shouldn't be too hard to figure out. Before I give instructions, do you still have the unwanted transactions in the register, or have you reverted back to a prior state before you imported them?

zoogirl

I can bring back the backup file again and try again— but I currently have the unwanted transactions in my register. 

John_in_NC

Thanks for answering.

• Like Splasher recommended, make a backup just in case.
• Write down your balances on paper so you have something to compare to
• Go into the desired account where you have the unwanted transactions.
• We are going to change the sort order temporarily. Note the column headers: you will see one with a dot like below. This is the "Status" column:
• Click on that column header (this will make it the sort key)

You will notice a bunch of different symbols: (orange pencil=manually entered, Blue pencil=manually entered and matched to a download, and blue dot=downloaded, blank-reviewed.) There are other icons like clocks, etc., but don't worry about them now)

Since you are sorted by the Status column, all the different icons types will now be grouped together. If all your other transactions converted over were OK, then you want to focus on the Blue dots-those are the downloaded ones that haven't been matched. You will want to shift select them all at once, and then hit delete to remove. (You can leave any blue pencils alone as they matched to existing.)

Once you are done, you can click on the Date column header to return to the Date sort order.

Verify that all the duplicates are gone and balances match. You might have to babysit a few things (I don't know, I don't have your data in front of me), but that should group all the downloaded transactions together so that you can remove them.**

**If you never reviewed your transactions before you setup download, it is possible the valid transactions you have also have blue dots. In this case, you would have to resort to the backup, and select all the transactions/mark them as reviewed before you setup the account for online access. That isn't hard.