set up quicken question

gypsyiam

Yes I'm new and I have looked to see if my question has been answered but gosh its all quite overwhelming coming here. So many places to go and read. So I didn't see my question....here goes. I just added Quicken to my Mac. Its a paid subscription. When I open it up it has only taken in transactions of my accounts starting at 8-5-2020. It says live opening balance 8-5-2020. How can I get the whole year up starting with Jan 1? And yes its my regular checking account that I have had for years. I clicked on this year but it still only starts with 8-5-2020. Same goes for my credit card. Thanks for any help. Since I am paying for a subscription should I just ask quicken?

GeoffG

No worries, you should have placed your question to the Mac section, but can address your question. The transactions that are available for download are determined by each financial institution. The timeframe is generally 90 days but can be a bit more for some. The option to get all of 2020 is only available importing QIF files. While this is possible, it does require some understanding of Quicken. For a new user, my opinion is it may be more difficult than just using what you have and moving forward with 2021.

gypsyiam

oh my....I now see I put this in the wrong place.

GeoffG

No worries, you should have placed your question to the Mac section, but can address your question. The transactions that are available for download are determined by each financial institution. The timeframe is generally 90 days but can be a bit more for some. The option to get all of 2020 is only available importing QIF files. While this is possible, it does require some understanding of Quicken. For a new user, my opinion is it may be more difficult than just using what you have and moving forward with 2021.

gypsyiam

Thanks for your time and answer. Helped a lot! Yes I'll just move forward with 2021 thats for sure.