how to download previous transactions from bank

MMT
MMT Quicken Mac Subscription Member
in Download, Add/Update Accounts (Mac)
I was able to download transactions back to April, but I want YTD. I can export from bank for those dates, but can't import those dates to my register

Best Answer

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓
    Why can't you import them? Is it a QFX file which you exported from your bank?
    Quicken Mac Subscription • Quicken user since 1993

Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓
    Why can't you import them? Is it a QFX file which you exported from your bank?
    Quicken Mac Subscription • Quicken user since 1993
  • oldngrmpy1
    oldngrmpy1 Quicken Windows Subscription Member ✭✭✭✭
    It's my experience with my Credit Union that I can only update transactions that are 90 days old or newer to my Quicken. You may want to try manually moving them (using basic Web Connect) from you financial institution and see it you can load transactions older than 90 days. If you need more info on this call your FI and ask them, how far back you can download to Quicken. I'm NOT a super user, this is just info I've acquired with my CU account. Others may be different. Good Luck!
This discussion has been closed.

Categories