I already have all the data in quicken files, so I just want to upload that rather than connect to the banks and download again. But I followed the yellow brick road of set up and did connect and download some transactions. I’d like to junk all of that and start over and upload my quicken file. How do I do that?
@sstrawn3 If you only want to wipe transactions data, and you want to keep property-specific data like acquisition date, purchase price, etc., then best practice is to delete all bank connections via your External Accounts page and then also delete all transactions via your Transactions page. You can do the latter quickly by using bulk edits:
Hope that helps!