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

Didn't log in for several months - how to sync?

I don't have the desktop version of Quicken - just Quicken on the Web. I neglected to log in and sync things for several months (just kept an eye on my account - not a good practice, I know). When I logged in today, it synced my bank account data back to mid-November 2020, but didn't sync the months prior.

When logged into my bank's website, I can pull a date-specific file for the missing months.

Is there a way to upload that file to fill in the missing months in Quicken on the Web?

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Quicken Web is meant as companion app to Quicken Desktop. It isn't a standalone application.

    If you don't have Quicken Desktop how did you create accounts in Quicken Web?
    It isn't suppose to have any way to do that.

    It is suppose to be that you create them in Quicken Desktop and then sync them to the "Quicken Cloud data set" that Quicken Web (or Mobile) is the "GUI".

    And where it might be possible to import old transactions into the Quicken Desktop data file using QFX files from a financial institution there isn't any way to get more transactions into Quicken cloud data set" other than syncing transactions from the Quicken Desktop data file.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    By any chance are you using Quicken Simplifi?

    If you are that is a completely different application than Quicken Desktop, with the Web/Mobile application.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
Sign In or Register to comment.