Adding older transactions?

I'm a first-time Quicken user, just downloaded the Mac version and successfully linked to my bank (Vancity). Automatically imported transactions only go back three months on my checking account and 6 months on my Visa card. I tried importing a QFX file with the older credit card transactions, but it created a new account instead of adding the transactions to my existing account. What do I need to do differently?

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    That's fine if it created a new account. That happens sometimes. Just select all the missing transactions  and drag and drop them into the primary account. Then you can delete the newly created account.
    Quicken Mac Subscription; Quicken Mac user since the early 90s