How do I tell Quicken NOT to import every single Credit Card transaction?

mrchips
mrchips Quicken Windows 2017 Member ✭✭
edited April 2022 in New to Quicken/Getting Started (Windows)
Just set-up a credit card account.
How do I tell Quicken NOT to import every single transaction?

Answers

  • DMc49
    DMc49 Quicken Mac Subscription Member
    Do not allow downloads. Right click on the account name. Go to Edit Settings. In Account Settings, you'll see "Details" "Downloads" "Display Options." Choose Downloads and "Disconnect Account" This will remove downloading of transactions.
  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    mrchips said: just set-up a credit card account.
    How do I tell Quicken NOT to import every single transaction?
    WHY - how will this account then reflect the actual spending along with the current account balance ?

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    On the initial download, Quicken will import all the transactions available.  Just delete the ones you do not want. Subsequent downloads should only import the transactions you haven't already seen.
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