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Transactions

Why don’t all transactions update upon signing in? After signing in, I have to hit the refresh button to download most transactions especially bank transactions. This is time consuming.
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Answers

  • wmdobbs
    wmdobbs Member
    Sorry, this is a Mac issue.
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    You can either Schedule Updates to run at a time of your choosing (I use 7am), OR
    You can have updates run when you open Q.
    In my opinion, since I'm in and out of Q several times a day, the latter choice would be MOST time consuming.
    There is no other "automatic downloads" into Q.
    To set up "Scheduled Updates", click TOOLS, Schedule Updates and proceed from there.
    NOTE that Scheduled Updates can't run if you use a Data File Password ... because the data file has to be open to download those transactions.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • wmdobbs
    wmdobbs Member
    This is Quicken Mac. where do I find "Tools?"
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    OH, Sorry! I missed that this for QMac.
    BUT, somewhere in QMac, there's still "Scheduled Updates".
    Try looking in Q Help to find where.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • wmdobbs
    wmdobbs Member
    That is what I do each time I open Quicken for Mac but thought there was a way for it to do it automatically as this is time consuming. Why can't Quicken for Mac be as powerful as for Windows?
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