Download from Credit Card shows an opening balance - I want to add detail

SteveBrou
SteveBrou Quicken Windows Subscription Member
in New to Quicken/Getting Started (Windows)
I just downloaded my transactions from my Blockfi credit card. It shows about 2 months of detailed transactions which can classify and then an opening balance which appears to be a consolidated amount. I would like to manually if necessary (assuming the detailed transactions from BlockFi won't download) enter the detail in lieu of an opening balance. There is roughly 2 months of data as I received this card this year. How do I do this?

Answers

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    If you have to enter them manually, just change the opening balance to zero if you get them all in.  You will be warned about changing a reconciled transaction, but that is okay.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • SteveBrou
    SteveBrou Quicken Windows Subscription Member
    That is exactly what I was looking for - thanks for the quick response! The directions are very straight forward.
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