Importing Past Data

Hi - I linked my checking account and credit card, but Quicken only sees transactions back to September. How can I get past transactions?


  • RickO
    RickO SuperUser, Mac Beta Beta
    Most banks only provide 90 days of data for download. Depending on the bank, you may be able to download a QFX file with data going back further and import that into Quicken. Check the bank's website.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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