How do I get all bank transactions year-to-date?
moxie64
Member ✭
New to Quicken! My bank account connected fine but I only see transactions April 1, 2020 to present. Is there a way to get the transactions from January 1 - March 31 or do I have to enter those manually??
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Best Answers
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Welcome, Moxie64:
You are indeed limited to what history your bank presents. While there are possible workarounds to import more history, it might be easier to manually enter the missing transactions. That isn't hard.
Your opening balance adjustment should auto-adjust as you add in the older transactions so that your balance remains correct.5 -
If you have lots of transactions, let us know and we can describe the workarounds.Quicken Mac Subscription; Quicken Mac user since the early 90s5
Answers
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Welcome, Moxie64:
You are indeed limited to what history your bank presents. While there are possible workarounds to import more history, it might be easier to manually enter the missing transactions. That isn't hard.
Your opening balance adjustment should auto-adjust as you add in the older transactions so that your balance remains correct.5 -
If you have lots of transactions, let us know and we can describe the workarounds.Quicken Mac Subscription; Quicken Mac user since the early 90s5
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Thank you so much. There aren't that many so I'll just add them manually.0
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