Q09 - downloaded transactions

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.
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J Lunis wrote:

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



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John Pollard wrote:

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

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



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Any similar work around for investment accounts?
Tom Young
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TomYoung wrote:

Unfortunately, there is no way to sort investment account transactions by order entered, and no way to select multiple investment transactions in the investment Transactions list; so you can't take the same approach as for non-investment accounts.
If you have some visual way of identifying the unwanted transactions when they appear in a report, you can simplify the process of deleting them ... after you Accept them.
The Banking > Transaction report allows you to select multiple transactions just as in non-investment account registers (and as in selecting multiple files in Windows Explorer). Most investment account transactions are available in the Banking > Transaction report; you could probably use the Customize dialog to reduce the total number of transactions visible to chose from. After selecting transactions in the Banking > Transaction report, you can click the "Edit" button (in the report), and select "Delete transaction(s)". Be patient: it's a slow process.
This capability has not always been available; I don't remember what version first offered it, but it is available in Q2008 and Q2009.
--

John Pollard



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