How can I upload transactions from more than three months ago?

Shawn1220
Shawn1220 Member ✭
edited February 2022 in New to Quicken/Getting Started (Mac)
How can I upload transactions from more than three months ago?

Answers

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    If your financial institution has a place on their website where you can download a Quicken or QFX file to your computer, then you can usually import that file into Quicken. (Not all financial institutions support this.) 
    Quicken Mac Subscription • Quicken user since 1993
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