Bank Reconciliation Question

Question

I am a new user to quicken.  I use Classic for windows.  I brought in my checking account and it now includes all transactions going back to April 2024.  I dont need all of that information.  I dont want to categorize all those transactions nor do I want to re-reconcile the bank account going back that far.  I really want to start with September 25, 2025.  How do I do that?

Rocket J Squirrel · Accepted Answer

Easy. Make sure the account's register is sorted by ascending date (oldest at top). Click the first transaction you want to delete and shift-click the last transaction you want to delete. Those transactions should be highlighted. Right-click on them and choose Delete Transaction(s) or however it is worded in the menu (don't have it in front of me right now).

Rocket J Squirrel · Accepted Answer

The downside is you lose the history of those transactions. Your choice whether to keep them or not.