Linked cash/checking accounts are special. They are in fact not really connected to the financial institution. It is the investment account that is connected to the financial institution. The transactions are downloaded there, and then when there is a transaction that affects the cash balance it is then moved to the linked cash/checking account. ![]() This basically can be seen in say Quicken 2016 and below in that you will not see the Downloaded Transactions tab in the linked account until the transactions download. And once accepted the Downloaded Transactions tab vanishes. There is a similar behavior for QIF imports. And for a time they had broken it in basically the same way. In both cases you can't go to Edit Account Details -> Online Service and change the setting because it isn't available. ![]() This didn't get past testing (at least not beta testing). But yeah the touched something they didn't quite understand.:-) BTW I really hope they don't 'invest in this endeavor' (total rewrite from scratch). Yes I'm sure the code is a mess (what 30+ year old program code wouldn't be!), but the truth is that the rewrite would be even more painful. Just ask a Mac user. It was decided to rewrite Quicken Mac after 2007. New version didn't get out until 2010 (Quicken Essentials). Even though there a have been a couple of years that you could say it was 'stalled', here we are in 2016 with the release of Quicken 2017 Mac. It has yet to feature parity with Quicken Mac 2007 let alone Quicken Windows Deluxe. One of the things that really hits me when I look at all the Mac posts about, where is this feature and where is that one, is that there are so many features in Quicken that you just take for granted. They even at times seem 'trivial', but they are very important to some set of users. How to Use Quicken Accounts, Categories, and Tabs How to Use Quicken Accounts, Categories. You can also mark the transaction as an ATM, deposit, a printed check, a transfer, or EFT (electronic funds transfer, such as with automatic bill pay). (electronic funds transfer, such as with automatic bill pay). You can also click the Edit List. Drawing for mac. The new CEO of Quicken Inc stated that they were hoping to get feature parity with Quicken Windows Deluxe in about a year. I think that is a VERY optimistic estimate. • Try This, Click on View • Click on 'Dock To Do ' Bar, • This will open a window on the left side of your register, • Click on one step update, • when update is finished the accounts that have been updated are listed in this window under 'Review Downloaded Transactions', • Click on the red flag in the account that has been updated, • Click on the 'review downloaded transactions' in the 'Dock To Do Bar' • You should now see the downloaded transaction in the window familiar to Quicken 2016 users below the register. • When you are finished accepting /matching/ or editing the transactions and have clicked on done, a line is drawn through the account in the 'Dock To Do Bar' It seems to me that the software designers have taken over the program from the business people and making the program more complicated gives them pleasure and confuses us hear mortals that struggle to use any program. Duplicate wording from a post I started. I didn't find this post earlier, but was told to join it. Quicken for Windows 2017 R2.
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