How to limit download data to current year in new Quicken file.

Question

Starting new file for 2023 since old file corrupted beyond fixing.  I want to provide balance and start date so that files contain only 2023 data.  Can that be done?  Initial download on bank account picked up two years worth of data.  Suggestions?

Jon · Accepted Answer

I don't think there's a way to do this currently other than to do what RickO suggests & delete the unwanted transactions. When you initially set up an account for online access, you don't get the opportunity to specify a starting date for the downloaded transactions, you just have to take whatever the bank gives you.

Once online access is established you can specify a starting date for future downloads (on the Downloads tab in Account Settings) but you only get access to that after that initial dump of everything.