How do I update transactions prior to purchase of Quicken?

Hello,
How do I get Quicken to update all of my transactions for last year 2020 so I complete my taxes?

Answers

  • this.is.the.way
    this.is.the.way Member
    Its showing only the last half of the year. even when I updated.
  • volvogirl
    volvogirl SuperUser ✭✭✭✭
    Your FI or bank controls how far back you can download. Most only go back 90 days. The rest you will have to enter manually. You might get a greater range of transactions if you go to your financial institution's website and download a different range of dates in a Web Connect .QFX file. If you manually enter older transactions, be sure to adjust the opening balance to account for them as you enter them.

    See this FAQ on downloading older transactions,

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