Selectively update accounts Manually

egauthier
egauthier Quicken Mac Subscription Member ✭✭
I have accounts that require 2 factor authentication, frequently. I don't want to change their connection type, but I would like to manually update them instead of include them with 'Update all online accounts"

For example, my mortgage accounts don't change throughout the month, yet every time I want to update all accounts, I have to go through the 2 factor authentication for all of them. Even though there won't be changes until the end of the month.

I'm relatively new, so maybe I'm missing something.

I know I can update accounts one by one, but that is even more onerous.

Thanks.
-Eric

Best Answer

Answers

  • miklk
    miklk Quicken Windows Subscription SuperUser, Windows Beta Beta
    Go to account register. 

    Click the gear icon near top right. 

    Select Update Now

    That does a 1 time update

  • egauthier
    egauthier Quicken Mac Subscription Member ✭✭
    I think you are talking about windows version, but yes, that does a one time update on that specific account. I don't want to have to do that for every account. What I would like to do is exclude accounts from "update all accounts" but not change the connection type.

    -Eric
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