Is there a way to hide accepted downloaded transactions in investment accounts?

leishirsute
leishirsute Quicken Windows Subscription Member ✭✭✭✭
edited September 30 in Download, Add/Update Accounts (Windows)

Is there a way to hide accepted downloaded transactions in investment accounts?

I can't locate a similar setting as for cash accounts in which I can hide downloaded transactions that have been accepted.

Deluxe R64.30, Windows 11 Pro

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I assume you're referring to the "Downloaded Transactions" window?

    That "Hide" button is limited to spending account transactions (checking, savings, and credit card).

  • leishirsute
    leishirsute Quicken Windows Subscription Member ✭✭✭✭
    https://community.quicken.com/discussion/comment/20507030#Comment_20507030

    Correct. Strange limitation.

    Deluxe R64.30, Windows 11 Pro

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

    @leishirsute Maybe it would help us to help you if you elaborated upon your objective in making this request.

    Would ARCHIVING transactions in the account achieve some of your goal?

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

  • leishirsute
    leishirsute Quicken Windows Subscription Member ✭✭✭✭
    edited August 30

    @NotACPA When downloading monthly investment transactions that can number 20 a month for one account, I reconcile them against scheduled investment transactions and expected amounts for each transaction. It would be most convenient to have an accepted transaction disappear once accepted, to reduce the number that is checked. Is seems the reason there is a hide transaction option for cash accounts once downloaded transactions are accepted would be for similar reasons.

    Deluxe R64.30, Windows 11 Pro

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