How do I turn off the auto populate for my accounts.

MALLISON1
MALLISON1 Quicken Windows Subscription Member
edited October 2022 in Download, Add/Update Accounts (Windows)
I had a support person at quicken help me set up my accounts etc and I told him I wanted account info to auto populate in quicken. I've changed my mind and don't know how to change it back to manual input. Help?

Best Answer

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Where are the "Auto-accept downloaded transaction" settings?

    There are two places where this is controlled in Quicken for Windows:
     - Globally, for all accounts, in Edit / Preferences / Downloaded Transactions
     - For each account individually, the global setting can be overridden from the Edit Account Details screen, Online Services Tab. Look for blue text "Automatic Entry is: ON / OFF". Click the text to change the setting.


Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Edit -> Preferences -> Downloaded transactions, deselect the first two check boxes that start with Automatically add...

    Signature:
    This is my website (ImportQIF is free to use):

    http://www.quicknperlwiz.com/

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Where are the "Auto-accept downloaded transaction" settings?

    There are two places where this is controlled in Quicken for Windows:
     - Globally, for all accounts, in Edit / Preferences / Downloaded Transactions
     - For each account individually, the global setting can be overridden from the Edit Account Details screen, Online Services Tab. Look for blue text "Automatic Entry is: ON / OFF". Click the text to change the setting.


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