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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
on importing old credit card charges into a newly linked to quicken bank account: can i do this?
mikerand
I just started using quicken and linked a bank account with a credit card account. I have saved .qfx files for the last year I was hoping to be able to import into quicken for the credit card from the bank. when i tried to do this I got the error
"The financial instit had downloaded data for an account that does not exist in your quicken data file ol-362-a"
when looked up on the web was told this was because accout information was out of sync with the server which makes sense since these entries came from me.
Can I import the entries or should I just go from the present time forward and forget about entering past expenses to try to see spending patterns?
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Add/Edit Transactions
File Import
Accounts
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All comments
Sherlock
It is entirely up to you. Before attempting to import the QFX files, I suggest you deactivate the
Online Services
associated with the register and clear the financial institution's name on the
General
tab of the
Account Details
window:
https://www.quicken.com/support/deactivate-online-banking-services-quicken-account
splasher
You should be able to import the files whether you downloaded today or over the last year. This FAQ discusses the process:
FAQ - Download old transactions
mikerand
thanks for the help
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