Add new account but do not download old transactions

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badmoves
badmoves Member ✭
in Download, Add/Update Accounts (Windows)
Is there a way to tell Quicken to add let's say a new Checking account but start with just an opening balance and then download transactions going forward? Some of my accounts are bringing it a lot of transactions and the descriptions are all messed up and would like to start from a clean slate and keep things nice and tidy. Thanks.
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  • Sherlock
    Sherlock Member ✭✭✭✭
    edited November 2021
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    If you use the Web Connect connection method, you may be able to limit the date range of the transaction imported.  Otherwise, I suggest you delete the transactions you do not want to keep.  With the transactions sorted by date, select the earliest transaction, press the Shift key and select the last transaction you don't want to keep, and then press Ctrl + D.
  • badmoves
    badmoves Member ✭
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    Thanks. So I can just manually adjust or recreate the opening balance transaction?
  • UKR
    UKR SuperUser ✭✭✭✭✭
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    badmoves said:
    Thanks. So I can just manually adjust or recreate the opening balance transaction?

    Yes. However, I would not delete the Opening Balance transaction, but simply edit the Date and Amount to match your bank balance on your desired starting Date.
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