Unnecessary data from brokerage download

asherfamily1
asherfamily1 Member ✭✭✭
edited October 2023 in Download, Add/Update Accounts (Windows)

A brokerage account holds a non-dollar position. Each day, Quicken downloads a "transaction" that is the USD value of that position. If accepted, the transaction increases the value of the acount by that USD position. Deleting the transaction is not difficult but it is tiresome. Any suggestions on how to prevent these downloads my end?

Thanks

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Answers

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

    In Q, any acct can be USD, or non-USD. The acct can't be both.

    Does the acct at your brokerage contain both?

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

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