How do I transfer the full history of transactions for accounts that I just enabled for download.

Dome

I have registers for multiple Morgan Stanley accounts back to 2006. When I enabled download recently it only went back to March 2020. I have a back up file with the full history.

Jon

That's going to be up to Morgan Stanley. If you can't figure it out from their online help, maybe call customer service & ask them if it's possible.

While it's not completely out of the question, I would be very surprised if you were able to download 15 years of transactions.

Dome

Thanks

Dome

It is a Quicken backup file from before I started the newer download.

Jon

Now I'm confused. You're saying that you had an account already set up in Quicken with 15 years worth of transactions (which I assume you had manually entered yourself), and when you enabled downloads for this account it deleted all the transactions dated prior to March 2020?

Dome

Sorry for the confusion. I have a quicken file that I have used and kept updated since 2006. My banking accounts were always set up for download but I manually entered transactions on my Morgan Stanley investment accounts. When I enabled download on the Morgan Stanley earlier this week it now only shows transactions back to March 2020. The history of transactions back to 2006 are gone. Is there a way to use a Quicken backup file to restore just the older Morgan Stanley transactions?

Dome

Thanks Rick. Will check some more and see if that will solve it. Really appreciate your help.