How do I setup Investment Accounts without downloading All the available transactions?

FlyerFran

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.

Tom Young

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.