How to grab earlier transaction history during account setup

Boneheaded Newbie
Boneheaded Newbie Quicken Windows Subscription Member
in Using Quicken on the Web
A new user as of this morning, setting up my spending and cash accounts now. When I look at the individual accounts I've set up, the "Earliest Transaction Date" is different on each one. I'd ideally like to have transaction data beginning at least at 01/01/2020. QUESTION: How do I get Quicken to go back and grab earlier transactions on my accounts. :/ Long story, but if it matters, I won't be able to install "Quicken for Windows" on my laptop for a few months, so using Quicken on the Web exclusively until then.

Answers

  • Greg_the_Geek
    Greg_the_Geek Quicken Windows Subscription SuperUser ✭✭✭✭✭
    You can't use "Quicken on the Web exclusively". You need to setup the desktop first.
    Quicken Subscription HBRP - Windows 10
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