Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

Can I download a transaction for my 2020 budget from a 2021 transacton?

Can I download a transaction for my 2020 budget from a 2021 transacton?

Best Answer

  • lhossus
    lhossus SuperUser ✭✭✭✭✭
    Accepted Answer
    DLP said:
    ... how would I change the date in the register after the download? ...
    Edit the transaction.

    To edit any transaction in a register, you may either:
    1. Select the transaction, then click the Edit button in the toolbar at the bottom of the register.
    2. Select the transaction, then in Quicken's menu: Transactions > Edit Transaction.
    3. Select the transaction, then Command-E.
    4. Double-click on the transaction.
    After any of the above operations, the selected transaction will enter edit mode. Each editable field will appear with a blue border around a white field.

    Then click on the date field and enter a new value. When done, press the Return key.
    Quicken Mac Subscription
    macOS Mojave 10.14.6

Answers

  • Valderi
    Valderi Member ✭✭✭✭
    After downloading, you just have to change the date in your Q. register.
  • DLP
    DLP Member
    Great. Thanks for the help. I'm new at this so how would I change the date in the register after the download? Thanks for your help!
  • lhossus
    lhossus SuperUser ✭✭✭✭✭
    Accepted Answer
    DLP said:
    ... how would I change the date in the register after the download? ...
    Edit the transaction.

    To edit any transaction in a register, you may either:
    1. Select the transaction, then click the Edit button in the toolbar at the bottom of the register.
    2. Select the transaction, then in Quicken's menu: Transactions > Edit Transaction.
    3. Select the transaction, then Command-E.
    4. Double-click on the transaction.
    After any of the above operations, the selected transaction will enter edit mode. Each editable field will appear with a blue border around a white field.

    Then click on the date field and enter a new value. When done, press the Return key.
    Quicken Mac Subscription
    macOS Mojave 10.14.6
This discussion has been closed.