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How do I import older bank / cc transactions after I set up Quicken?

Gster67

I am new to quicken and when I set it up, I only received 4 months worth of banking data - I would like to get all of 2019's data so I have a better annual 'picture'.

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Accepted answers

jacobs

@Gster67 Depending how many credit transactions you have per month, if you've downloaded April-July and you can't get older transactions to download, you could also manually enter your transactions from Jan-March in order to complete the year. Manual entry isn't terrible, especially once you get in the rhythm of it.

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Gster67

Thank you Rick! makes perfect sense, appreciate such a quick response!

jacobs

Gster67

Thanks Jacob, just trying to avoid that manual entry.... :# but may resort to that!!