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Quicken should allow mass deletion out of the pending downloaded transactions tab. (48 Legacy Votes)

diddy kdiddy k Member ✭✭
edited October 2019 in Manage Accounts and Transactions (Windows)
I keep getting duplicated transactions from having to reset my account for online services. The root problem of this is that Capital One Card Services keeps going crazy and I have to do this to keep it working. However, every time I reset it, I get hundreds of duplicate transactions in the pending download tab. I know I can accept all and mass delete after acceptance but that is a very annoying process to go through. It would be far easier if I could just mass select and delete in the downloaded transactions tab before accepting them.
10
10 votes

Implemented · Last Updated

This has been implemented in the R27.20 release.

«1

Comments

  • splashersplasher SuperUser, Windows Beta ✭✭✭✭
    edited October 2018
    I know the resets are "working" (sort of) for you, but have you tried doing an "Update Now" from the register's Action List?  Doing it should not cause any extra transactions to be downloaded.

    image
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list

  • diddy kdiddy k Member ✭✭
    edited November 2019

    I know the resets are "working" (sort of) for you, but have you tried doing an "Update Now" from the register's Action List?  Doing it should not cause any extra transactions to be downloaded.

    image

    Yes I have, it will work for some time, then one day it will start failing and won't work again until I reset it.
  • UnknownUnknown Member
    edited December 2018
    Deleting a group of downloaded transactions. Bulk delete prior to entering them into the register. Sometimes a get duplicates of transactions that were already downloaded (amex and a replacement card). Being able to select a batch delete and confirm is mich better than deleting each one.
  • Arctic Hare (H&B 2019 Canadian)Arctic Hare (H&B 2019 Canadian) SuperUser ✭✭✭✭
    edited December 2018
    Accept them first, change the sort order by cleared/reconciles status, and then bulk delete.
  • splashersplasher SuperUser, Windows Beta ✭✭✭✭
    edited October 2018
    Good idea, suggested many times before.

    The current workaround is in the FAQ: FAQ - Getting rid of transactions in D/L tab 
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list

  • UnknownUnknown Member
    edited October 2018
    resetting account downloads many transactions that I've already entered, and I want to mass delete them, but it appears that there's no method to do this.  Can this be an enhancement in the next update.  PLEASE!
  • splashersplasher SuperUser, Windows Beta ✭✭✭✭
    edited October 2018
    FAQ - Getting rid of transactions in D/L tab
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list

  • Rick GumpertzRick Gumpertz Member ✭✭
    edited September 2018
    Accepting then deleting them all is a good work-around, but one really shouldn't have to use work-arounds!
  • Tom39Tom39 Member ✭✭
    edited July 2018
    When downloading credit card transactions, many come through with a comment line of $0.00 

    I'll have 5 or 10 a week.  I have to delete them one at a time.

    Suggestion:  Offer a button to delete all $0.00 downloads at once. 
  • Tom39Tom39 Member ✭✭
    edited July 2018
    Shoot.  Original posts were at:


    Option to mass delete downloaded transactions worth 0.00
    https://qlc.intuit.com/questions/775251-mass-delete-credit-card-transactions-worth-0-00?event=new_qu...
    https://getsatisfaction.com/quicken/topics/option_to_mass_delete_downloaded_transactions_worth_0_00
  • UnknownUnknown Member
    edited November 2019

    Accepting then deleting them all is a good work-around, but one really shouldn't have to use work-arounds!

    Yes, and if you sort the register by the status (C, R) you can select all the "C"s then delete them all at once.
  • JaneJane Member ✭
    edited December 2018
    In the downloaded transactions section we have "Accept All" button, "Accept" and "Finish Later", when are they going to add a button for "Delete All" and make it easier for us instead of having to delete one by one?
  • UnknownUnknown Member
    edited December 2018
    Jane, 
    In reading your post, it sounds as though you know how to delete transactions one by one.  If so,  please post how your are accomplishing that.  thank you 
  • splashersplasher SuperUser, Windows Beta ✭✭✭✭
    edited November 2019

    Jane, 
    In reading your post, it sounds as though you know how to delete transactions one by one.  If so,  please post how your are accomplishing that.  thank you 

    image


    image
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list

  • Arctic Hare (H&B 2019 Canadian)Arctic Hare (H&B 2019 Canadian) SuperUser ✭✭✭✭
    edited December 2018
    @Jane: it would be helpful if you explained why you want a delete all feature added to the handling options for downloaded transactions. Normally, downloaded transactions should be either matched or accepted, not deleted. The desire for a delete all might be indicative of an underlying issue. In your response, please also indicate whether you are using Web Connect, Express Web Connect, or Direct Connect.
  • JaneJane Member ✭
    edited November 2019

    Jane, 
    In reading your post, it sounds as though you know how to delete transactions one by one.  If so,  please post how your are accomplishing that.  thank you 

    Like you have on the image is how I delete one by one the transactions after I reset the account or deactivate/reactivate, but since I already have them I want to be able to delete them all
  • JaneJane Member ✭
    edited November 2019

    @Jane: it would be helpful if you explained why you want a delete all feature added to the handling options for downloaded transactions. Normally, downloaded transactions should be either matched or accepted, not deleted. The desire for a delete all might be indicative of an underlying issue. In your response, please also indicate whether you are using Web Connect, Express Web Connect, or Direct Connect.

    When I reset the account, or deactivate/reactivate the account, Quicken download transactions that I already have in the register, sometimes download even 120 transactions, and it's exhausting delete one by one. They should add a button to Delete All, like the one that says Accept All.
    That's what I'm saying.
    BTW, the reset or reactivate/deactivate process is when I call support and the agents provide the steps to fix the error at the time.
    Some accounts are with express web connect and some with direct connect.
  • Arctic Hare (H&B 2019 Canadian)Arctic Hare (H&B 2019 Canadian) SuperUser ✭✭✭✭
    edited November 2019

    @Jane: it would be helpful if you explained why you want a delete all feature added to the handling options for downloaded transactions. Normally, downloaded transactions should be either matched or accepted, not deleted. The desire for a delete all might be indicative of an underlying issue. In your response, please also indicate whether you are using Web Connect, Express Web Connect, or Direct Connect.

    @Jane: two lines of thought here...
    1. It is abnormal to have to use either the reset function or go through a deactivate/reactivate (I am inferring you are using Express Web Connect) often. If you are having to resort to either of these tactics to resolve EWC issue more frequently than, say, once per year, even if you are downloading transactions daily, then I suggest you should be pursuing the cause of the EWC connection problems (and a more permanent solution). A starting point for such would be to post more detailed information here, including listing the financial institutions involved.
    2. If, in rare situations, you do need to bulk delete downloaded transactions, because they are duplicates of previously downloaded transactions (but with different Downloaded IDs), then you can accept all into the register and bulk delete the accepted transactions once they are in the register. An effective process for such is described here: https://getsatisfaction.com/quickencommunity/topics/faq-i-have-a-manual-account-i-want-to-activate-for-downloading-how-do-i-prevent-duplicate-transactions
  • miklkmiklk Windows Beta ✭✭✭✭
    edited December 2018
    That idea has been proposed to them for years. Maybe someday...
  • JaneJane Member ✭
    edited November 2019

    That idea has been proposed to them for years. Maybe someday...

    Hopefully!
  • Arctic Hare (H&B 2019 Canadian)Arctic Hare (H&B 2019 Canadian) SuperUser ✭✭✭✭
    edited November 2019

    That idea has been proposed to them for years. Maybe someday...

    Personally, I would, instead, be “hopeful” about not having to use Reset or Deactivate.
  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited November 2019
    From C. D. Bales:

    " ... when are they going to add a button for 'Delete All' ....".

    Based on the past: never. They attempted to do that years ago and decided against it.

    " ... and make it easier for us instead of having to delete one by one?".

    But it't not that hard to delete all downloaded transactions. Assuming you're talking about non-investment accounts: you do not have to "delete one by one". The technique below has been posted here multiple times.

    _ Add a temporary transaction to the register.
    _ Accept All.
    _ Sort the register "by Order Entered" (see "Sorting Options" in the register Account Actions dropdown).
    _ Select all the transactions you want to delete - all transactions starting with the "temporary" transaction you entered in the first step, through the last transaction in the register. [You select multiple register transactions just as you would select multiple files in Windows Explorer.]
    _ Right-click a selected transaction and select "Delete".
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • Deb LaaksoDeb Laakso Member ✭
    edited January 2019
    We need a group delete function for downloaded transactions. Due to several online banking issues I have had to reconnect with Quicken Bill Pay and my Bank several times.  Each time my bank reconnects I get 3 months worth of transactions and I must go through them one by one to delete.  That is crazy!!! Big waste of time.  You should be able to select a range of transactions and delete all at once in the downloads window.  

    When I was on the phone with tech support they said oh well it's not so bad!  You try to delete 40 transactions 1 at a time without accidentally accepting a few and then rereconcile your account to find the duplicate.  

    Please quickly add a bulk delete function!!! It's essential if we are going to continue with these connection errors.
  • splashersplasher SuperUser, Windows Beta ✭✭✭✭
    edited November 2018
    Get in line, it has been suggested dozens of times.

    In the meantime, see this FAQ: FAQ - Getting rid of transactions in D/L tab

    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list

  • Mike O'BrienMike O'Brien Member ✭✭
    edited November 2019

    @Jane: it would be helpful if you explained why you want a delete all feature added to the handling options for downloaded transactions. Normally, downloaded transactions should be either matched or accepted, not deleted. The desire for a delete all might be indicative of an underlying issue. In your response, please also indicate whether you are using Web Connect, Express Web Connect, or Direct Connect.

    Arctic Hare - Once again, this reply is a bit off topic, but I wasn't sure how to reach you. I recently posted "target downloading duplicate transactions," and I am wondering if your "20 step fix" might work for that problem. If you can locate my post, you will see that I am also getting multiple, duplicate transactions downloaded from Target (which requires laborious deleting, making me quite sympathetic to Jane's post here, but I also appreciate what you are suggesting about fixing the underlying problem). Target does use Express Web Connect. Thanks, Mike O'Brien
  • Mike O'BrienMike O'Brien Member ✭✭
    edited November 2019

    @Jane: it would be helpful if you explained why you want a delete all feature added to the handling options for downloaded transactions. Normally, downloaded transactions should be either matched or accepted, not deleted. The desire for a delete all might be indicative of an underlying issue. In your response, please also indicate whether you are using Web Connect, Express Web Connect, or Direct Connect.

    Arctic Hare - My target duplicate transactions post can be found at:

    https://getsatisfaction.com/quickencommunity/topics/target-downloading-duplicate-transactions

  • Arctic Hare (H&B 2019 Canadian)Arctic Hare (H&B 2019 Canadian) SuperUser ✭✭✭✭
    edited November 2019

    @Jane: it would be helpful if you explained why you want a delete all feature added to the handling options for downloaded transactions. Normally, downloaded transactions should be either matched or accepted, not deleted. The desire for a delete all might be indicative of an underlying issue. In your response, please also indicate whether you are using Web Connect, Express Web Connect, or Direct Connect.

    @Mike: I've provided my comments and recommendation on the other post.
  • Charles BurnsCharles Burns Member ✭✭
    edited December 2018
    Now that we have to pay each year for Q we should DEMAND that they fix this problem. Seems like it should be a simple fix. Since Q and Citibank are having download problems this has become more urgent. Support's fix is to deactivate and the reactivate the account causing 3 months of transactions being downloaded!!!
  • UnknownUnknown Member
    edited November 2019

    Now that we have to pay each year for Q we should DEMAND that they fix this problem. Seems like it should be a simple fix. Since Q and Citibank are having download problems this has become more urgent. Support's fix is to deactivate and the reactivate the account causing 3 months of transactions being downloaded!!!

    Not only has this been requested dozens of times, the workarounds for
    the duplicate transactions have been posted even more, and in fact it
    has been pointed out many times how Intuit could fix the source of the
    problem so that people don't get duplicate transactions in the first
    place, and also the history of Intuit trying to put in such a feature in
    a beta test and failing.  So what might seem like a simple fix to you,
    must not be a simple fix to them.
  • Charles BurnsCharles Burns Member ✭✭
    edited November 2019

    Now that we have to pay each year for Q we should DEMAND that they fix this problem. Seems like it should be a simple fix. Since Q and Citibank are having download problems this has become more urgent. Support's fix is to deactivate and the reactivate the account causing 3 months of transactions being downloaded!!!

    Interesting that Q supports that function in the register but not in the downloaded transactions. The workaround of accepting them then doing a group delete can easily lead to errors. I don't see their support as being customer focused.
    Interesting also that they blame citibank for the download problem when some of the accounts download but others don't.. Its been a problem since  2014 if not before
This discussion has been closed.