downloading and removing transactions

jude_est
jude_est Quicken Windows Subscription Member
edited 6:52AM in Using the Mobile App

I'm quite new to Quicken, business and personal mobile, windows 11. I would like to download bank transactions and credit card transactions going forward only. I tried to download and it downloaded a whole bunch of transactions I don't really want, so I deleted the accounts and entered them manually. Is there a way to download only going forward, and if not, is there an easy way to just remove everything prior to a certain date? The download went back quite far and there were a lot of transactions, it would take a long time to remove them one by one. If I downloaded transactions to CSV and imported what I want, would those just get written over when I download direct from the bank? I have no interest in downloading from investment accounts, I can just update totals quarterly.

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Comments

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited November 4

    When you delete downloaded transactions, Quicken still remembers that they were downloaded so they shouldn’t reappear. I don’t think there’s any way to stop them from downloading the first time, but once you go through and delete them you shouldn’t see them again. You should be able to select all the undesired transactions in each account register and delete them as a group, there’s no need to delete them one at a time.

    Importing a CSV wouldn’t help.

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