How do I easily delete 65 downloaded transactions that went to the wrong credit card account?

PeachyPete
PeachyPete Quicken Windows Subscription Member
edited June 28 in Download, Add/Update Accounts (Windows)

When I did an update to my 3 Chase Credit Card accounts, 65 transactions going back to December were put in the list of downloaded transactions in the wrong Chase credit card account. Is there an easy way to delete or clear all of those without having to delete one transaction at a time?

Best Answer

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Back up your data file in case something goes wrong.

    Highlight the transactions you want to move or delete using Ctrl-Click or Shift-Click.

    Then go to Edit > Transaction and select Delete or Move.

    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Back up your data file in case something goes wrong.

    Highlight the transactions you want to move or delete using Ctrl-Click or Shift-Click.

    Then go to Edit > Transaction and select Delete or Move.

    QWin Premier subscription
  • [Deleted User]
    [Deleted User]

    @PeachyPete yes, you can bulk delete downloaded transactions in Quicken as long as they haven’t been posted to your register.

    1. Open the Account and Downloaded Transactions Tab:
      Open the account in question and click on the "Downloaded Transactions" tab.
    2. Select All Transactions:
      To delete every downloaded transaction, click on the first one in the list. Then scroll to the bottom and hold down the SHIFT key while clicking the last transaction. This will select all transactions in between.
    3. Delete the Selected Transactions:
      Once they’re all selected, you can press the Delete key (or right-click one of the highlighted transactions and choose Delete) and confirm the deletion.
    4. For Selective Deletion:
      If you don't need to delete all transactions, simply hold down CTRL and click each transaction you want to remove. Then right-click and choose Delete or press the Delete key.
  • Randy Egan
    Randy Egan Member ✭✭✭

    It is probably too late, but I usually do a backup before doing an OSU. Once the download is complete, I check out all of the new transactions before accepting any so that I can restore the data back to just before the download.

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