Q09 - downloaded transactions

Posted by J Lunis on August 4, 2009, 10:08 am

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I feel confident this is a common question but I can't find the answer
in Quicken Help or a search in Google.
Downloaded Transactions - any way to do a mass 'unaccept?' Only choices
I see are "Accept," "Accept All," and "Manually Match." I have a large
number of transactions to delete and don't want to spend hours
(literally) deleting transactions one at a time.

Posted by John Pollard on August 4, 2009, 8:38 pm

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J Lunis wrote:

> I feel confident this is a common question but I can't find the answer

> in Quicken Help or a search in Google.

> Downloaded Transactions - any way to do a mass 'unaccept?' Only

> choices I see are "Accept," "Accept All," and "Manually Match." I

> have a large number of transactions to delete and don't want to spend

> hours (literally) deleting transactions one at a time.

No; there is no way to delete multiple transactions from the "Accept
cleared transactions into register" window.

I think your best shot is to Accept the transactions, then do a mass
delete of the accepted transactions. This process only works reliably for
downloaded transactions with a Status of "New".

Enter a dummy transaction in the register with something in the memo field
to make it quickly identifiable. Accept all the downloaded "New"
transactions. Using the register View menu, sort the register by "order
entered". Select all transactions from the dummy transaction thru the
last transaction in the register, then click Edit > Transaction > Delete.

Backup first.

--

John Pollard

Posted by J Lunis on August 4, 2009, 8:45 pm

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John Pollard wrote:

> J Lunis wrote:

>> I feel confident this is a common question but I can't find the answer

>> in Quicken Help or a search in Google.

>> Downloaded Transactions - any way to do a mass 'unaccept?' Only

>> choices I see are "Accept," "Accept All," and "Manually Match." I

>> have a large number of transactions to delete and don't want to spend

>> hours (literally) deleting transactions one at a time.

> No; there is no way to delete multiple transactions from the "Accept

> cleared transactions into register" window.

> I think your best shot is to Accept the transactions, then do a mass

> delete of the accepted transactions. This process only works reliably for

> downloaded transactions with a Status of "New".

> Enter a dummy transaction in the register with something in the memo field

> to make it quickly identifiable. Accept all the downloaded "New"

> transactions. Using the register View menu, sort the register by "order

> entered". Select all transactions from the dummy transaction thru the

> last transaction in the register, then click Edit > Transaction > Delete.

> Backup first.

Very good. And this will work even though some of my 'New' transactions
are 4 months old?

Posted by John Pollard on August 5, 2009, 9:43 am

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J Lunis wrote:

> John Pollard wrote:

>> J Lunis wrote:

>>> I feel confident this is a common question but I can't find the

>>> answer in Quicken Help or a search in Google.

>>> Downloaded Transactions - any way to do a mass 'unaccept?' Only

>>> choices I see are "Accept," "Accept All," and "Manually Match." I

>>> have a large number of transactions to delete and don't want to

>>> spend hours (literally) deleting transactions one at a time.

>> No; there is no way to delete multiple transactions from the "Accept

>> cleared transactions into register" window.

>> I think your best shot is to Accept the transactions, then do a mass

>> delete of the accepted transactions. This process only works

>> reliably for downloaded transactions with a Status of "New".

>> Enter a dummy transaction in the register with something in the memo

>> field to make it quickly identifiable. Accept all the downloaded

>> "New" transactions. Using the register View menu, sort the register

>> by "order entered". Select all transactions from the dummy

>> transaction thru the last transaction in the register, then click

>> Edit > Transaction > Delete. Backup first.

> Very good. And this will work even though some of my 'New'

> transactions are 4 months old?

It should. The sequence "order entered" is the order in which the
transactions are "entered" (manually "entered" or "Accepted") into the
Quicken register ... regardless of when they were downloaded, or what
their transaction date is.

But you'll have a backup, if it doesn't work out that way.

--

John Pollard

Posted by TomYoung on August 5, 2009, 12:39 pm

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> J Lunis wrote:

> > I feel confident this is a common question but I can't find the answer

> > in Quicken Help or a search in Google.

> > Downloaded Transactions - any way to do a mass 'unaccept?' =A0Only

> > choices I see are "Accept," =A0"Accept All," and "Manually Match." =A0I

> > have a large number of transactions to delete and don't want to spend

> > hours (literally) deleting transactions one at a time.

> No; there is no way to delete multiple transactions from the "Accept

> cleared transactions into register" window.

> I think your best shot is to Accept the transactions, then do a mass

> delete of the accepted transactions. =A0This process only works reliably =

for

> downloaded transactions with a Status of "New".

> Enter a dummy transaction in the register with something in the memo fiel=

> to make it quickly identifiable. =A0Accept all the downloaded "New"

> transactions. =A0Using the register View menu, sort the register by "orde=

> entered". =A0Select all transactions from the dummy transaction thru the

> last transaction in the register, then click Edit > Transaction > Delete.

> Backup first.

Any similar work around for investment accounts?

Tom Young