Adding Credit Card

debjar
debjar Member ✭
edited June 2022 in Registers & Transactions (Mac)
I am trying to add a credit card to my Quicken, but once I download it into the program it only gives me a reporting on 2022 charges. But I need to see charges from 2021 as I'm doing a 2021 report. What am I doing wrong?
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Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    You are not doing anything wrong. You can only download as far back as the bank provides which is usually not more than 90 days.

    The only solution is if the bank's website will provide a QFX (Quicken format) file containing the transactions from 2021 which you can usually import (assuming the bank supports QFX import with Quicken).
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • debjar
    debjar Member ✭
    Thank you! That helped. Called chase and got rest downloaded.
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