UPDATE OR DOWNLOAD TRANSACTIONS FOR A SINGLE ACCOUNT AT A TIME

vlandrejev
vlandrejev Quicken Windows Subscription Member
edited October 2022 in Download, Add/Update Accounts (Windows)
SEEMS NO MATTER WHAT I TRY, ONE STEP UPDATE FROM ACCOUNT LIST, OR DOWNLOAD TRANSACTIONS FROM WITHIN A REGISTER, QUICKEN DOWNLOADS TRANSACTIONS FOR ALL OF MY "UNRQUESTED", UNRELATED BANK AND CREDIT CARD ACCOUNTS. I DON'T WANT THEM ALL AT ONCE. HOW DO I UPDATE/DOWNLOAD TRANSACTIONS FOR ONLY A SINGLE ACCOUNT AT A TIME?? There is no option in Preferences.

Answers

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Doing Update Now from an account's register will download all the accounts with that financial institution (FI) and that FI userid.  There is no way to only get a single account from a FI that you have multiple accounts with when doing One Step Update or Update Now.
    The only way to only download a single account would be if you established Web Connect for those accounts since you would be going to the FI's website and doing a download of a Web Connect .QFX file for that account alone.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

This discussion has been closed.

Categories