How can you remove finance files

CG Smith
CG Smith Quicken Windows Subscription Member ✭✭
edited February 10 in Using Quicken on the Web

Hi, I have many older FINANCE files on the web, how can all but one be eliminated from my profile?

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    In a Desktop data file that has Sync to Mobile/Web on:

    Edit → Preferences → Quicken ID & Cloud Accounts → Cloud accounts associated with this Quicken ID (x)

    This will bring up a dialog where you can delete Quicken cloud datasets (only the ones not connected to the data file you are in). That "dataset" is what is shown as the "file" in Quicken Web.

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  • CG Smith
    CG Smith Quicken Windows Subscription Member ✭✭

    Thanks much!!

    Do you also know how I can set my desktop app to sync to cloud upon exiting?

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    https://community.quicken.com/discussion/comment/20409039#Comment_20409039

    I don't think there is a preference for that. Instead, it will ask as you are existing Quicken when it has data to sync, and there is a prompt to turn that off.

    image.png

    If you have already turned it off by accident, you should be able to do this to restore that prompt (along with others of the same type):

    Edit → Preferences → Alerts & Messages → Reset Quicken Warnings

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  • CG Smith
    CG Smith Quicken Windows Subscription Member ✭✭

    I don't seem to have that option under Preferences. I'll wing it, but thanks for your help!

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