How to get full year of bank transactions?

mbschenker

I have Quicken for Mac 6.0.3 and am trying to download 2020 bank transactions for income tax purposes. I have linked to the bank but transactions only go back 3 months. I went to the bank and downloaded a full year of bank transactions as a Quicken .qfx file, but don't see how to import the file to my Quicken app. Help appreciated.

lhossus

Import .qfx file by going to the Quicken Menu. Select File > Import > Bank or Brokerage File (OFX, QFX)...

Recommend making a backup of your data file before proceeding.