Last years tranactions

Question

I am new to quicken. My register shows only this years transactions. How do add last year to it?

volvogirl · Answer

Or is your register filtered to only show 2022?  Check the Filter settings at the top.  It usually switches to the new year.  Have you entered or downloaded last year's transactions?   If you downloaded transactions you should have got at least the last 3 months which would have included December.

splasher · Answer

See this FAQ: FAQ - Download old transactions

Quicken Paloma · Answer

Hello @papajoe41,

Thank you for reaching out to the Quicken Community. We apologize you are having this difficulty. To clarify, when adding your accounts into Quicken about 87-90 days of prior transactions will be added. If you would like to have additional transactional history you would need to import the information via a QFX (webconnect) file. This can be downloaded through your banks' website if it is available. If you need assistance with this process please contact your financial institution.

Hope this provides clarification.

-Quicken Paloma