How do I manually import Credit Card transactions

Todding
Member ✭
I cannot import in 2-step process downloaded CC transactions from a year ago.
0
Best Answer
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It depends on whether the bank supports Web Connect method. You can check by creating a new account, clicking the Options button and see if Web Connect is not dimmed out.
If W/C is available, you can import whatever time period the bank will let you download. Look for download from the bank in "QFX", "OFX", or "Quicken" format.Quicken Mac Subscription; Quicken Mac user since the early 90s5
Answers
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It depends on whether the bank supports Web Connect method. You can check by creating a new account, clicking the Options button and see if Web Connect is not dimmed out.
If W/C is available, you can import whatever time period the bank will let you download. Look for download from the bank in "QFX", "OFX", or "Quicken" format.Quicken Mac Subscription; Quicken Mac user since the early 90s5
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