JP Morgan Investment Account - how do I remove download and all downloaded info? [Edited]

CIRPCA
CIRPCA Quicken Mac Subscription Member
edited December 2025 in Investing (Mac)

I opened a JP Morgan investment account in March, 2025 and set it up to download directly into my Quicken file. After using it for several months, I am not happy with the amount of detail that is being downloaded into my file. I would like to remove the download and all of the information that has been downloaded. Is there a way to do that? I am on Quicken Classic, Premium, Version 8.3.3 (Build 808.58927.100) MacOS 15.6.1

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    What WOULD you like to be shown in the account?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • CIRPCA
    CIRPCA Quicken Mac Subscription Member

    What I would like to do is just make a manual entry at the end of each month to reflect the change in balance for the month. I do not desire to have all of the detail from the download in my relatively simple file.

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    You could switch to Simple investment tracking so it will show you the current account value and holdings but none of the account activity. You can do that in the Account settings for that account.

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