How do I start a new account starting January 2019??

FLbirdman

How do I start a new account starting January 2019??

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

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