getting rid of Discover's zero-transactions

If these are Charges, you may also want filter the register by Charges. If these are Payments, you may also want to filter the register by Payments.

The zero $ tranactions will be in the middle. Quicken considers the charges to be negative, the payments to be positive and the zeros will be inbetween the two. If you are doing this on a regular basis and all of the zero $ transactions are near the bottom of the register, then you can select the zero $ transactions using the CTRL key and clicking on the individual transactions which will select/highlight just those transactions and then you can right click on one of the highlighted transactions and select Delete from the dropdown list. NOTE: Make a backup before doing any mass deletions in case something goes terribly wrong. You will need to backup to get back to where you were before the hiccup.

Here's another possible approach.

Employ the Banking > Transaction report. Customize the report to use only the Discover account, an appropriate date range, and to only display transactions with an amount = $0.00 (see the Amount dropdown on the Advanced tab in the Customize dialog). Sort the report transactions to suit. [Don't forget that it's possible to have legitimate transactions with a $0.00 amount (for example: some split transactions may contain valuable split lines whose net amount is zero.]

Select all, or any subset, of the transactions in the Banking > Transaction report (as you would select multiple files in Windows Explorer). Then either: click the REPORT Edit button and choose "Delete transaction(s)", or right-click a selected transaction and choose "Delete transaction(s)".

You could Save that report and re-use it when you need to clear those unwanted transactions. You could put an icon on the Quicken Toolbar to run that saved report.

} > A while back some suggested not to worry about it -- that there was some } > way to easily find [and then delete] all of those buggers. I *thought* it } > involved sorting the discover account by amount, but that didn't work: in } > one direction the top of the list was every payment I've made and sorted } > the other way the top of the list was every charge I've made. Remind of } > the clever way to isolate those zero-amount transactions. Thanks!

} The zero $ tranactions will be in the middle. Quicken considers the charges to be negative, the payments to be positive and the zeros will be inbetween the two. } If you are doing this on a regular basis and all of the zero $ transactions are near the bottom of the register, then you can select the zero $ transactions using the CTRL key and clicking on the individual transactions which will select/highlight just those transactions and then you can right click on one of the highlighted transactions and select Delete from the dropdown list. } NOTE: Make a backup before doing any mass deletions in case something goes terribly wrong. You will need to backup to get back to where you were before the hiccup.

The only problem with that is that [in fact, that's what I tried!] is that there are tens of thousands of transactions in my discover account and "in the middle" wasn't at all easy to find!

/B\

} On Saturday, March 5, 2022 at 5:00:27 PM UTC-6, Bernie Cosell wrote: } > I still don't understand why Discover makes a zero-dollar transaction with } > almost every charge, but it does. I generally try to delete them } > one-by-one when I do download transactions. It's a nuisance and sometimes } > I miss a few and once or twice I was so in the "groove" of deleting the } > transactions I cleverly deleted a *real* transaction. } } > Remind of the clever way to isolate those zero-amount transactions. } } } Here's another possible approach. } } Employ the Banking > Transaction report. } Customize the report to use only the Discover account, an appropriate date range, and to only display transactions with an amount = $0.00 (see the Amount dropdown on the Advanced tab in the Customize dialog). Sort the report transactions to suit. } [Don't forget that it's possible to have legitimate transactions with a $0.00 amount (for example: some split transactions may contain valuable split lines whose net amount is zero.]

Sounds promising. I have never messed with the Transaction report but I'll give it a try. thanks!!

/Bernie\

On Monday, March 7, 2022 at 7:54:39 PM UTC-5, Bernie Cosell wrote: ?

With "tens of thousands of transactions" in a single account, you might consider starting a second Discover account in your data file, moving the last transactions from your current account into the new account along with a balance transfer to zero out the old and establish the new with the correct opening balance. Your data file would still have all of your data, but your Discover account would be much more manageable. I'd make the crossover at the beginning of the year as long as all of the transactions before that date have been reconciled to R.

These all sound like error-prone workarounds to something which should not be a user issue. There is no value to Payee transaction information like this and the infinitely random Payee variations.

Date Payee Memo Category Tag Charge Clr Payment Balance