Convert Credit Cards from Auto to Manual?

MLDSandler

Is it possible to convert a credit account originally created as being linked to the bank and to download transactions at the start of reconciliation, over to the manual style of account management? I don't like the way those downloads work (it's been years and never asked the question) and I REALLY want to switch them to manual. But I do not want to have to close the accounts and recreate them - I don't want to lose my historical reports.

Thank you,

-Monica

User since Quicken v2.0

Tom Young

Of course you can use that credit card Account making only manual entries. Nothing dictates that a Quicken Account must be connected to a Financial Institution. Quicken - back in the dark ages of DOS - was completely manual, it even allows you to create "Offline Accounts" when you create a new Account.

Simply Deactivate Online Services and and make your entries.

Tom Young

Of course you can use that credit card Account making only manual entries. Nothing dictates that a Quicken Account must be connected to a Financial Institution. Quicken - back in the dark ages of DOS - was completely manual, it even allows you to create "Offline Accounts" when you create a new Account.

Simply Deactivate Online Services and and make your entries.

MLDSandler

I have always entered my transactions manually because I break them out by category; but the Deactivate was what I needed, so THANK YOU! Found it in Account Details>Online Services tab if anyone else is looking for it. -M