Adding historical data from older Accounts


I'm switching from Mint to Quicken and have a question about setting up accounts. When I link an account to my financial institution I get about 90 days worth of transactions. Since the balance wouldn't start at 0, how does Quicken balance the account?


  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Quicken will get the account balance, subtract all the transactions, and create an opening balance transaction which will make all the transactions add up to the current balance. 
    Quicken Mac Subscription • Quicken user since 1993
  • kjoswald
    kjoswald Member
    Thank you!
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