Only download a few investment accounts from Schwab

Jeannie K

I only want to download a few accounts from Schwab into Quicken. How do I do that?

With TurboTax when I connect to the Schwab site I'm asked which accounts to transfer, why doesn't that happen with Quicken? I could go thru and delete the unwanted accounts but I don't want to have to do that EVERY TIME the transactions are downloaded.

Quicken Anja

Hello @Jeannie K,

Thank you for reaching out to the Community with your question.

When adding accounts to Quicken, after signing in with your financial institution credentials, you can exclude accounts you don't wish to add by selecting "Don't add to Quicken" in the dropdown menu under the Action column (see example below).



I hope this helps!

Jeannie K

I don't see an Action column anywhere. I tried to delete the accounts maybe 5 times on that day and then re-add and I never saw an Action column.
Before responding I tried again yesterday and then the Action column appeared. It is still appearing today.