Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Connect and Engage
The Community Meetup
The Water Cooler
The Lounge
Beta
Home
Quicken Classic for Windows
New to Quicken/Getting Started (Windows)
How do I start a new account starting January 2019??
FLbirdman
How do I start a new account starting January 2019??
Find more posts tagged with
Accounts
Accepted answers
volvogirl
A new account or a new file? Just add a new account and start it with a Jan 1 2019 balance (or Dec 31, 2018).
Oh, are you asking about downloading transactions back to Jan 2019? Your FI or bank controls how far back you can download. Most only go back 90 days. The rest you will have to enter manually. You might get a greater range of transactions if you go to your financial institution's website and download a different range of dates in a Web Connect .QFX file. If you manually enter older transactions, be sure to adjust the opening balance to account for them as you enter them.
See this FAQ
https://community.quicken.com/discussion/7160091/faq-download-old-transactions
All comments
Ps56k2
Can't you just - Add Account - and then enter a transaction with the date you want ?
Is this account to be used with the online downloading, or just manual entries.
volvogirl
A new account or a new file? Just add a new account and start it with a Jan 1 2019 balance (or Dec 31, 2018).
Oh, are you asking about downloading transactions back to Jan 2019? Your FI or bank controls how far back you can download. Most only go back 90 days. The rest you will have to enter manually. You might get a greater range of transactions if you go to your financial institution's website and download a different range of dates in a Web Connect .QFX file. If you manually enter older transactions, be sure to adjust the opening balance to account for them as you enter them.
See this FAQ
https://community.quicken.com/discussion/7160091/faq-download-old-transactions
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
