when adding a new account...

Options

Hey all,

In macOS for Classic Premier, is it possible to not download all past transactions? My main personal checking account has sooooo many transactions, I just want to start from "today" and move forward adding all my recurring transactions manually.

Really don't want to categorize that many transactions and then have to clean up the Payees.

Thanks!

Dinos

Answers

  • Jon
    Jon SuperUser, Mac Beta Beta
    edited July 1
    Options

    I don't know that there's any way to stop past transactions from downloading when you first set up the account. But you can delete them after they download and Quicken will remember that & not download them again. So you only have to do it once per account.