Display Options - Keep Accounts Separate

I have an account that has auto downloads. I usually keep this as a separate account b/c I don't want it in the main list of accounts. Hey, here is a checkbox just for that. But when I sync for changes, the setting reverts and moves back to the main list.

anyway to prevent this??

Answers

  • Quicken Jared
    Quicken Jared Moderator mod
    edited December 2022
    I have an account that has auto downloads. I usually keep this as a separate account b/c I don't want it in the main list of accounts. Hey, here is a checkbox just for that. But when I sync for changes, the setting reverts and moves back to the main list.

    anyway to prevent this??
    Hello @Mr Underhill,    

    I am sorry about this problem with the Separate Accounts setting option resetting. Thank you for asking about this here on the Quicken Community.

    When did this issue begin? If you have the chance, it would help us to troubleshoot the situation if you could save a backup by going to File > Save a Backup... in the upper menu at the top of the screen while Quicken is open and then create a new 'test' data file by following the steps listed below:

    1. Navigate to File
    2. Select New
    3. Select Start from scratch
    4. Click Next
    5. Choose appropriate default categories based on geographic location
    6. Click Next
    7. Choose Don't use Quicken Mobile & Web
    8. Click Next 

    You may then add your account that you were trying to keep separate in the newly created data file by clicking on the Add Account option denoted by the '+' button in the upper left-hand side of the screen, then choosing your financial institution and entering your credentials as prompted. I am curious whether or not these issues continue in this data file. 

    Let us know how this works!

    Thank you,

    Quicken Jared 
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