Option to NOT download bank transactions for Quicken on the Web

One frustration I have with Quicken on the Web is that it will download bank transactions EVERY TIME I log in, which could be a few times a day. This is a terrible waste of time and resources for a "feature" of Quicken. So I want the option for the mobile and web apps to NOT download bank transactions - either by account or at least a global enable/disable switch. My rationale is that I have spent years with Quicken for Windows training it to handle various transactions which the mobile and web apps do not. In fact, I spend more time fixing those transactions when they download than if they would just match up with my scheduled and/or memorized transactions. I do want the ability to use the mobile and web apps to log transactions that are more complex or just to assign the appropriate expense category, and then have those download into my desktop Quicken. But the more Quicken migrates to the web, the less I want to use it because it is making MORE work for me, not less.
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  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Try EDIT, Preferences, Startup and UNcheck "Download Transactions when Quicken starts"
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • augustinejp
    augustinejp Member ✭✭
    > @NotACPA said:
    > Try EDIT, Preferences, Startup and UNcheck "Download Transactions when Quicken starts"

    That is for the desktop version. And is it unchecked there because I want full control over where and when my transactions go over the internet. Which is why I want a similar switch for mobile and web apps.
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    In your initial post, you use the word Download several times ... but re-reading that post you seem to be assigning multiple meanings to it.
    SO, can you please edit your message (via the Gear icon to the right of the title) to clarify download from what into what.
    From the FI into Mobile?  From the FI into the Web?  Downloading from the FI into your desktop? Downloading from the Mobile into the desktop?  etc.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • augustinejp
    augustinejp Member ✭✭
    @NotACPA - I tried to update the post for clarity, but the editor won't let me save it. So, let me try to clarify. I have the Quicken Cloud sync turned on for some of my accounts in Quicken for Windows. I have financial institution login credentials saved in the Quicken Vault to download transactions for some accounts. These credentials are synchronized to the cloud. So whenever I login to the cloud with the mobile app or the website app (app.quicken.com), a transaction download from the FI to the cloud is initiated -- but without my consent. What I want is that same setting you noted above for the desktop version to be available for the Cloud-based apps to prevent a FI to cloud transaction download when I log in.
  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    This idea seems to have fallen stagnant and due to the age of the request and lack of user votes/comments, will be archived within the next 7 business days.

    If you would like to see this idea kept alive and considered for possible future implementation in Quicken, be sure to add your vote and a comment explaining how this idea would be beneficial for you.

    More information, including steps to vote and how to submit your own ideas for future product features/improvements, is also available here.

    Thank you,

    Quicken Community Support Team

    -Quicken Anja
  • Pilotbum
    Pilotbum Member ✭✭✭
    That is the reason I don't use Quicken Mobile/Web. I don't want it downloading my transactions. That is what the desktop application is for. Those of us who use Quicken want the mobile/web apps for remote access to our data only. The download portion only creates more work for me. 3 of my banks only allow one device to download. Quicken web is considered a second device then my bank locks me out requiring a phone call to the bank to reset it. I agree with @augustinejp , Quicken mobile/web only creates more work for me and it totally inconvenient... and that is unfortunate. That sort of auto downloading functionality should be used only on Simplifi...
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