Want transaction dates sequential. Can't seem to find how.

rscholtes
rscholtes Member
Currently, all transactions are mixed by date. I prefer listing by date of transaction. Also, I would like to stop entries from banks, etc. I prefer to get data myself from the banks.

Best Answer

  • Bob_L
    Bob_L SuperUser ✭✭✭✭✭
    Answer ✓
    If you mean transactions in a register, then clicking on the date header will sort by date.  To turn off bank downloads, edit the bank details from the account list (CTL-A). 

    Quicken Business & Personal Subscription, Windows 11 Home

Answers

  • Bob_L
    Bob_L SuperUser ✭✭✭✭✭
    Answer ✓
    If you mean transactions in a register, then clicking on the date header will sort by date.  To turn off bank downloads, edit the bank details from the account list (CTL-A). 

    Quicken Business & Personal Subscription, Windows 11 Home

  • rscholtes
    rscholtes Member
    Have been with Quicken for many years. Was about to give up on this new Quicken but Bob_L saved the day. Several other friends who are Quicken users could not solve my problem. Bob_L did it with only two sentences. He and Quicken are GREAT!
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