Hiding Transactions

Billydo

Hello All,

I just moved over from Monarch (before that Mint) simply because Monarch could not connect to our primary financial institution and Quicken could. However, I have my personal checking account and my wife has hers and although we want balances to show, we don't want transactions showing. How can we prevent those from showing up in transactions. Both Mint and Monarch had this has a standard feature. Not sure why I can't find that in Quicken. Anybody ?

Coach Jon

Hello @Billydo,

Thanks for reaching out, and welcome to Quicken Simplifi! We do not currently have a way to prevent transactions from downloading in connected accounts; however, we do have an idea post that you may be interested in voting for, which requests the ability to download only balances in connected accounts.

https://community.simplifimoney.com/discussion/7468/ability-to-download-only-balances-no-transactions-for-connected-accounts-edited

I hope this helps!

-Coach Jon