Can I give bank downloads a specific date?

rjmunn

I previously used a very old copy (2006?) and have manually balanced registry. I have not balanced since May 2020 but have some deposits and expenditures in my register on computer. I recently purchased the new Quicken version R30.19. I am concerned connecting to bank account and bringing in all that data and having to sort through. It there a way to tell the "upload" from bank that I want it starting from January 1, 2021?

I use Quicken for business and personal so must create my income/expense and tax data reports.

But after reading some folks problems with importing data from bank, I may continue my old fashion way; continue to use as a checkbook register and balance from paper statements. A little time consuming but maybe less frustrating than having things appear, disappear, and randomly categorize on their own. (I have years of my own categorizes). I do have frustration issues so I try to avoid exacerbating situations.

Thanks for any help.

studpup

When you connect Quicken to the bank, it'll download all your transactions in the past 90-ish days, some banks it goes back further. In the downloaded transactions, you can accept the one(s) you want (this year's transactions) and mass-delete the rest. You'll then be in sync.