Transactions Question

lynchbro
lynchbro Member ✭
edited February 9 in Adding and Updating Accounts

Hello — I know that if you import/download transactions to an account, that if you delete by accident, the only way to get it back is to manually add it.
But I made quite a few mistakes backfilling some history.

If I were to delete the entire account and start over, would that help me fix the issues? Or would I still be in the same boat?

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Answers

  • SRC54
    SRC54 Superuser ✭✭✭✭✭
    edited February 8

    It's been a while since I had to do this, but as I understand it, if you want to reimport or redownload, deleting the account and creating a new one will allow you to do that.

    If it is a connected account, I would make it a manual account first.

    I don't think you actually have to delete the old account; just download or import into the newly created account. Then you'll have the old one if you need it, and can delete it later.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

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