transfer old data?

le chef
le chef Quicken Windows Subscription Member
edited July 2022 in Registers & Transactions (Windows)
I have mutual fund transactions from the 1980s. Last year when I upgraded my Quicken, it dropped all but the last three years. have the data stored on an external drive. Is there a way to get that into my current file other than typing all the transactions? I need the data to determine cost basis.
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Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod
    Hello @le chef,

    Thank you for contacting the Quicken Community with this question. 

    Unfortunately, there is no way to import only a portion of a file. You would have to import the entire file. You could create a new file and import everything into there to be able to look at it, however, you would still need to manually entire data that you would like to add into your current, active file. 

    I hope this helps and I do apologize that I could not be of more assistance. 

    -Quicken Jasmine

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  • Greg_the_Geek
    Greg_the_Geek Quicken Windows Subscription SuperUser ✭✭✭✭✭
    How to 'merge' two Quicken files? — Quicken
    Quicken Subscription HBRP - Windows 10
  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    le chef said:  Last year when I upgraded my Quicken, it dropped all but the last three years.
    Wonder how that happened.... I've not seen that action on any of my upgrading of Quicken

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