deleting downloaded trasactions

Feb 11, 2007 2 Replies
J

Using Quicken 206 Deluxe, in an investment account, after downloading transactions, I would like to know the following related questions:


  1. if I delete all the downloaded transactions in an investment account "before" accepting them, will Quicken re-download them again the next time I update or does Quicken keep a record that they were once downloaded and not re-download them again so that these transactions are lost unless I manually enter them?


  1. If, after downloading transactions, I update (download) a second time before I had the time to accept some of the downloaded transactions, will Quicken duplicate the transactions that have been downloaded the first time but have not yet been accepted so that I end up with double transactions?



I hope I am clear.



Jeff


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J

The latter is how Quicken *should* work.

You *should* not end up with duplicate transactions if you do this.

I personally do not recall ever having a problem in either of these two scenarios, but I believe some people have reported occasionally getting the same transaction downloaded more than once. I'm not clear whether it was a Quicken error or a financial institution error when that happened.

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J

Thank you John. You are a great help as usual. I appreciate it.

Jeff

John Pollard wrote:

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