How do I restore the previous one-step-update process, see below.

Cisco
Cisco Quicken Windows Subscription Member
edited March 2023 in Download, Add/Update Accounts (Windows)
How do I restore a previous One-Step-Update process that placed all the downloaded transactions below the Register until I accepted them into the Register? I prefer it over the downloaded transactions going directly into the register and just having a Note "new".

Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 2023
    (EDIT:  Correction is in italics below.)
    Edit > Preferences > Downloaded Transactions > check UNCHECK the boxes for "Automatically add to banking registers" and "Automatically add to investment transaction lists" > OK.
    Let me know if you have any questions or if this did not make the change you are looking to make.

    Quicken Classic Premier (US) Subscription: R60.15 on Windows 11 Home

  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭
    @Boatnmaniac, did you mean uncheck?

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    mshiggins said:
    @Boatnmaniac, did you mean uncheck?
    Oh, my.  Yes I did.  Thanks for bringing it to my attention.  I have corrected my post above.

    Quicken Classic Premier (US) Subscription: R60.15 on Windows 11 Home

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