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Download only new data

Mary T

I've had several accounts with Fidelity for years, however I didn't want one of them to download transactions and I manually reconcile it monthly.

I'd like to start downloading transactions and did try. However I didn't see an option to only download new/future transactions. It downloaded everything and I had to restore my file.

Is there some way to do it that I'm missing? I'm on windows 11 and quicken is updated.

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Comments

NotACPA

What transaction are downloaded is partially determined by download method. Using Direct Connect, the financial institution makes the choice, using EWC+ the Q/Intuit software makes the choice.

SO, when you change download methods, as was recently required for Fidelity Investments, it's common that for the 1st download you get transactions that were previously downloaded when using Direct Connect.

That shouldn't happen again when you stay with EWC+.

SO, I'd suggest that you clean up the current download and then take a backup before your next download. While the dupes shouldn't happen again, the backup will allow you an easy remedy (Restore) if it does.

Quicken Anja

Hello @Mary T,

We haven't heard back from you in a while. Do you still need assistance?
Were you able to give @NotACPA's suggestion a try?

Check back and let us know! Thank you.

Quicken Anja

Hello again,

Checking in once more before this thread is closed.
Let us know if you still need assistance.

Thank you!

Quicken Anja

Hello again,

Due to the lack of response, I went ahead and closed this post.

If you still require assistance, please feel free to start a new post.

Thank you!