Bank with Multiple Accounts

Paulytx
Paulytx Quicken Windows Subscription Member
edited July 2024 in Download, Add/Update Accounts (Windows)

I have one log-in for XYZ Bank. It has 7 accounts. I only want 3 of them downloading into Quicken. During the process all of them had check-marks and I could not de-select the ones I did not want downloaded. So, it appears that I need the program to ignore the other 4 and either not download or hide all of the entries so that I don't have to categorize "N/A" or some other ideas I tried that are very tedious. Thanks for the look.

Answers

  • Paulytx
    Paulytx Quicken Windows Subscription Member

    I figured it out. In case it's relevant to others, Edit Account Details - the one you want to delete. There is a delete account there and some options to ignore the existing data. It will prevent future downloads.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Paulytx,

    We appreciate you returning to your post to share your solution for others who may be experiencing the same issue.

    Thank you!

    -Quicken Anja
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