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

Cisco
Cisco Member ✭
edited March 4 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 SuperUser ✭✭✭✭✭
    edited January 29
    (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.
    (QW Premier Subscription: R47.15 on Windows 11)
  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    @Boatnmaniac, did you mean uncheck?

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • Boatnmaniac
    Boatnmaniac 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.
    (QW Premier Subscription: R47.15 on Windows 11)
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