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I have not been able to use Quicken for about 6 or 7 months. I do not know how to get started with

blanche joan

I use to have a person do the installing and setting up - but now I have to do it all myself and have to get everything entered since January and I am at a lost. Please help me now and also would like to be able to download my bank info to make it easy for me. It will have to start at January 1, 2019

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Accepted answers

NotACPA

Well, your 1st problem is that a transaction download, originated from within Q, usually only goes back 30-90 days.

You'd need to go to each of your bank/card/brokerages/etc and see if they permit a longer download (via Web Connect) when initiated from their respective websites.

See this FAQ re: downloading older transactions: https://community.quicken.com/discussion/7160091/faq-download-old-transactions

All comments

NotACPA

Well, your 1st problem is that a transaction download, originated from within Q, usually only goes back 30-90 days.

You'd need to go to each of your bank/card/brokerages/etc and see if they permit a longer download (via Web Connect) when initiated from their respective websites.

See this FAQ re: downloading older transactions: https://community.quicken.com/discussion/7160091/faq-download-old-transactions

volvogirl

What version do you have? Like Quicken 2017, 2019 etc. We assume you are on Windows. Did you get the program installed ok? Do you have a prior data file you want to continue in?

Ps56k2

blanche joan said:

I use to have a person do the installing and setting up - but now I have to do it all myself ....

Not sure how the topic title relates to anything....

I have not been able to use Quicken for about 6 or 7 months.

SO - what has happened in these last 6 or 7 months,
that you now need to go back and basically start over with...
- installing Quicken
- download transactions all the way back to January