Quicken for Windows Transaction Downloads.

JoelC

I previously connected / linked my Quicken bank accounts by logging into by bank on a browser, downloading the transactions and then importing the transactions. This meant that I had to log into my browser to download the transactions.

I was having trouble with Quicken Mobile/ Web. Quicken support had me deactivate my bank accounts and then add them through the Tools / Add Account. When I run One Step update to update only the currencies (per the below image) Quicken is automatically downloading the transactions, which I do not want!

Questions:

i) Is the different bank account transaction download behaviour because of the way (old way vs new way) the bank accounts were added / linked?

ii) If the answer to i) is yes, then why are the account transactions automatically being downloaded when I have that option (i.e., CIBC in the above diagram deselected)? What do I need to do to get Quicken to stop automatically downloading my account transactions?

iii) If the answer to i) is yes, then a) how can identify whether an account has been added the old way or been added the new way and b) how can I revert to the old way (i.e., I prefer going on-line to download the transactions)?

Thank you.

JoelC

I have done a little more digging and note:

i) Old Method → Web Connect account connections

ii) New Method → Express Web Connect connections.

The different connections DO explain the different method / treatment for downloading bank account transactions.

What is still missing are:

i) Why are the account transactions automatically being downloaded when I have that option (i.e., CIBC in the above diagram deselected)? What do I need to do to get Quicken to stop automatically downloading my account transactions?

ii) What is teh best way of changing a) Web Connect account connections → Express Web Connect connections or b) Express Web Connect account connections → Web Connect connections so that everything is consistent. Is there a method / way that is easier that deactivating the account and then re-adding the account based on the desired behaviour?

UPDATE: I figured out how to easily from a Web Connect account connections → Express Web Connect connections (other than as noted in iii) below but I still cannot figure out how to easily go from a Express Web Connect account connections → Web Connect connections. Please still answer this one!

iii) Worth also noting, I tried to add / link a USD account via teh Add / Toll but the "link" dropdown did not display the USD account? Is this a known issue for Quicken Canada (i.e., USD accounts cannot be added as Express Web Connect Accounts)!

PS. I really I would like the Express Web Connections with the deselection of downloading transactions working.

Thank you.