Adding a new account with limited transactions

erictoninewport

erictoninewport Quicken Windows Subscription Member ✭✭

January 2024 edited March 2024 in Download, Add/Update Accounts (Windows)

I am resetting my quicken file as the recent update messed things up, totally! When i add a new account, can I……

not memorize the payees that get downloaded
tell quicken to only download transactions for a specific time period; i.e. going back to Jan 1?

0

Comments

Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

January 2024
Turn this option off: Edit → Preferences → Automatically memorize new payees.
No, you can't. What is downloaded is up to the financial institution. You will have to prune out old transactions if you don't want them. Be sure to update the Opening balance with the correct date and amount if you do this.
Signature:
This is my website (ImportQIF is free to use):
http://www.quicknperlwiz.com/
1
erictoninewport Quicken Windows Subscription Member ✭✭

January 2024

https://community.quicken.com/discussion/comment/20414091#Comment_20414091

Thanks Chris, i assumed as much.

1

This discussion has been closed.

Categories