First transaction downloads

KSO

I am trying out 2 software programs. The other program was able to download up 3 years of transactions from my checking account. Quicken only downloaded 3 months, even though I had set it to download all of 2020. Any idea how to download more from Quicken? It isn't the bank, since the other software downloaded transactions back to 2018.

jacobs

You can't export and import a single account in Quicken Mac.

For the balance, simply write down the current correct balance. After you're done importing transactions, adjust the opening balance transaction to get your current balance back to the amount you wrote down. (If you have a Live Opening Balance at the beginning of your account transactions currently, Quicken should do this for you automatically -- but it's easy enough to do the math and manually change the opening balance to the value you need to get the current balance correct.

KSO

Thank you. Yes, help with that process would be nice, perhaps a link? Thanks again.

KSO

Very helpful, thanks. The bank is Schwab, it connects through Quicken connect, and their site seems to be down right now, but I'll give it a try once I can login again. Thanks again.

KSO

The only available is Quicken Connect. Also, Schwab only "exports" in .csv. Not too user-friendly. Any chance that could import?

KSO

Yes, thanks. The checking acct. is from Charles Schwab Bank - Investor C. I checked with them online and they don't seem to have a QFX option. Bummer.

jacobs

Not that it helps, but the 90 day limitation isn't something imposed by Quicken. Quicken imports whatever the bank is providing to Quicken. In that interface methods may vary with different software, you may get different results, but it's still a function of what the financial institution provides to the interface Quicken connects to -- which is often different than what you see as a consumer logging in, and perhaps different than the way other software connects.

If the software you're testing happens to be  Banktivity or Moneydance, Quicken Mac is able to import files from those specific software products via a QIF file. So that may give you a back-door approach to getting your data in to Quicken. (Note that QIF files are generally not supported by Quicken Mac, but they have apparently engineered it to accept files in the formats those two programs supply.)

KSO

This is all very helpful; thank you very much.

One more question if I might: if I import a QIF file into a New File, would I then be able to export that file to a QXF file so that I could import it into my current Quicken file? Then, instead of needing to access two separate files to view/search transactions, I could have all transactions in just one file.

KSO

And...if I do import the QFX file and drag the transactions to my current checking account, how do I ensure that the checking account balance — which is currently correct — does not change when I add so many transactions.

Thank you again for the help.

jacobs

You can't export and import a single account in Quicken Mac.

For the balance, simply write down the current correct balance. After you're done importing transactions, adjust the opening balance transaction to get your current balance back to the amount you wrote down. (If you have a Live Opening Balance at the beginning of your account transactions currently, Quicken should do this for you automatically -- but it's easy enough to do the math and manually change the opening balance to the value you need to get the current balance correct.

KSO

This has all been very helpful. I've got what I need now. Thanks very much!