Can I select certain accounts from the bank to download and sync?

I have access to two other accounts that I don't want to sync with as they are other family members.

Answers

  • Bob_L
    Bob_L SuperUser ✭✭✭✭✭
    Yes.  When you set up accounts for download at your FI, you should be given a list of your accounts, including the option to "ignore" for each.
    Quicken Premier Subscription, Windows 11 Home
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Note that if these are under the same username at the financial institution all the accounts might be created/downloaded on the first connection.  (They used to ask, and you could select ignore, but I believe it is now changed that the first time you do it you get them all).  If that happens you can just delete the accounts, you don't want.  Right click on the account name in the Account bar and select Edit/Delete account.  That will bring up a dialog with a Delete Account button.
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