Start downloads into a long-standing quicken brokerage account

Satish
Satish Member ✭✭
edited December 3 in Download, Add/Update Accounts (Windows)

I'm using Quicken Deluxe
Version R59.18
Build 27.1.59.18
Windows 10 Enterprise

I've had an investment account for a long time in which I've been inputting transactions manually. I'd like to start downloading transactions from now on. This download should ignore all the past transactions.

If I download right now it gives me a lots of transactions to reconcile. I reconcile one batch and I get another batch to reconcile next time. This can, and does, take a lot of work and has a potential to introduce errors.

I hope you have a suggestion for me.

Thanks

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @Satish,

    Which financial institution are you experiencing this issue with?

    Let me know!

    -Quicken Jasmine

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