How do I download missing transaction?

DanielO
DanielO Quicken Mac Subscription Member
Hello. I didn't update my quicken account for 4-1/2 months and I think my bank only allows me to go back 3 months on the auto update.

How do I download those missing transaction?

Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    Depending on how many transactions you have in a month, you might find it faster to simply enter the missing transactions manually in Quicken. Download the missing months of statements from the bank, open the PDF, and enter the transactions. I found I can manually enter transactions almost as quickly as downloading, fixing Payee names, selecting proper categories, and entering any needed splits. Again, the viability of doing this depends whether you have 20 missing transactions or 200. ;)
    Quicken Mac Subscription • Quicken user since 1993
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