how do i specify which accounts to update?

I use several different banks and have multiple accounts at each. Since there have been problems with updating Chase accounts, how do I tell Quicken to only update everybody else? Running subscription R54.16 for windows.

Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @HildeMueller,

    One Step Update is automatically applied to Express Web Connect or Direct Connect accounts. However, it is possible to turn One Step Update off or on for an account. 

    To turn One Step Update on or off for an account:

    1. You can also trigger a One Step Update using Tools menu → One Step Update. You may need to Enter Vault Password.

    2. Click Apply.


    I hope this helps!

    -Quicken Jasmine

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