I created a test file the other day to see how something downloaded from my brokers website and to have a look at the data and see if it was usefull. I then went back to my main file and now under the "One step update summary" there is a place holder for the downloads that was just done for test purposes. Any idea on how to remove/edit this data??
That's odd that One Step Update would've created a "placeholder" in your main file. Nevertheless, the way I delete extra accounts, especially those that fail, is to disable downloads on all the accounts of that financial institution, then enable just those that I want.
Bob
You statement doesn't make sense.
Downloads to one Quicken file should never have any effect on downloads to a different Quicken file.
While I have never seen a placeholder referred to in the download summary, I do know that if you see an offer to accept a placeholder, and you don't want the placeholder, you just cancel the offer of the placeholder.
And if the invitation to accept the placeholder is inappropriate; you need to double check your Quicken holdings to your fi's holdings (as your fi reports those holdings to Quicken when you download).
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