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Want to convert 2008 Premier for windows to new version. Data linking question

My banks/credit cards are not currently linked to Quicken in 2008 version. If I upgrade to new version, how is the data from linked banks processed? Can I specify a start date for new linked data as previous banking information has already been manually added to my quicken files?

Answers

  • splashersplasher SuperUser, Windows Beta ✭✭✭✭
    How far back the initial download goes is determined by the Financial Institution, not by Quicken.
    The thing to do, is to make sure that auto-enter in Edit->Preferences is turned off, then do the activation of OSU to do the download.
    Once the downloaded transactions are in the Downloaded Transactions tab, accept the new transactions that do not exist in the register yet and then follow this FAQ: FAQ - Getting rid of transactions in D/L tab
    Do a backup between each FI so that if you mess up, you can revert to the previous backup.

    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list

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