How do I setup Investment Accounts without downloading All the available transactions?
I want to start tracking Investment Accounts, but do not need all of the past transactions. I'm now getting transactions as far back as 25513 days and since they are older than 1 year I have to accept or delete them one at a time.
I do want the Detailed View.
Answers
-
While you can't mass delete downloads in the Downloaded Transactions window, there is a way to mass delete accepted transactions by using the Banking > Transactions report.
I don't know exactly what you have planned here as far as setting up the Account but if I wanted to create a new Account in Quicken with say, only 2023 transactions, even if the downloads extended further back in time then that, I'd create the Account and accept all the downloaded transactions. Then I'd create the Transactions report with only that Account feeding information to it. In that report, using the Windows conventions for mass selection, i.e., click on 1st transaction to be deleted, move to last transaction and select it while holding down the Shift key, I'd delete all transactions before 2023. Then in the Account itself I'd to Add actions for all securities I held as of 12/31/2022.
Backup along the way, of course.
0 -
Thanks @Tom Young for responding, but it seems that your solution still requires me to download all the available transactions?
I actually came up with another option, as follows:
I can add a new Investment Account, or Setup Online access to an existing one. In going through the setup, I chose the Summary rather than Detailed Investment Account option. Once that was complete, I changed the Investment Account option to Detailed and I only got transactions for the past year.
I did this for several accounts with success.
0 -
As far as I know I wouldn't think that would work, but if if did you've revealed a previously unknown to me aspect of setting up an Account preset for Simple investing.
Since Simple investing is a method designed for people who don't want to know any detail as to the transactions I'd think the easiest way to do this for an initial setup of a new Account would be to just grab the holdings as of "today" and present that as the "getting started" position for people that want to use Simple Investing and go forward from there.
If Quicken programmed this to go back to the beginning of the year in which the Simple Investing Account was established it seems like the program would either have to do Adds or Placeholders for the 12/31/XX-1 starting balance, then pick up the transactions from 1/1/XX to "today", or simply pick up this year's transactions and stick the Adds or Placeholders at the end.
Which way did this work in your case?
0 -
@Tom Young Have you tried it? Setup a new one with Simple and then go back and change to Detailed and see what happens? I tried another one just now and asked for Simple but got the Detailed view?
0 -
@Tom Young When I tried the new one it was in a new data file.
0
