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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
I opened a new Chase Bank account last spring, but did not set it up in Quicken until today.
vl9785
How do I add all previous transactions?
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volvogirl
You can try to download them or you will have to manually enter them.
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 on downloading older transactions,
https://community.quicken.com/discussion/7160091/faq-download-old-transactions
Sherlock
If you haven't already, you may want to review:
https://community.quicken.com/discussion/7160091/faq-download-old-transactions
vl9785
Thanks for the tip, I will try that.
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