Can I setup a frequency to only refresh an account every week/month/qtr? (Q Mac)

MrJoshuaP · January 2024

Howdy!

I have three accounts that have extremely low transaction counts. I've attached them to download from the appropriate institutions. The problem is that every time I refresh accounts I'm asked for 2FA/MFA credentials, knowing full well there aren't any transactions anyhow.

Ideally, I'd like to exclude specific accounts from refreshing with everything else. Perhaps something like, "refresh max 1 per week, max 1 per month, max 1 per 60 days, manual only."

Anyone else have thoughts?

Jon · January 2024

There's no way to do that currently. If that's a feature you'd like to see, you can vote for it here:

https://community.quicken.com/discussion/7945140/set-the-intervals-for-certain-banks-to-be-updated-during-the-one-step-update-process

Scroll up to the first post and click on the little gray triangle below the vote count in the yellow box.

Can I setup a frequency to only refresh an account every week/month/qtr? (Q Mac)

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