Enable the ability to have downloads take place on specific dates

dfiord
dfiord Quicken Windows Other Member ✭✭
in Ideas for Windows Classic

I would like to suggest the ability to set a specific date or a schedule for a download from a specific financial institution to take place on. This could take place for a stock paying a dividend or a CD paying interest. Example: a CD pays interest in the 5th of each month. I do not need to go through the download process for that institution ever day but only on the 5th of the month. If I could set up an instruction for that download to take place on the 6th of the month that would eliminate connecting to the institution the other days of the month.

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

    How about simply creating an Income Reminder to trigger on the day(s) you want a download to happen … and then you could initiate the download yourself.

    Since, an extremely simple workaround already exists … I'd vote against this idea if that were possible.

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

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    I have my doubts that this would save much or maybe any time. I can see it if the accounts are setup for Direct Connect, but not for Express Web Connect or Express Web Connect +. Direct Connect does one financial institution at a time, the other two download from all the financial institutions at the same time.

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