Adding historical data from older Accounts

kjoswald
Quicken Mac Subscription Member ✭✭
Hello,
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?
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?
0
Answers
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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 19932
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Thank you!0
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