How to download historical transactions on Quicken for Mac?
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araim000
Quicken Mac Subscription Member
Hello,
I am a new user and recently started using Quicken for Mac to track my investments.
I have successfully connected my Interactive Brokers account. It is syncing automatically.
However, I can also see transactions for the past 90 days. This is causing reporting to be not accurate as a lot of BUY trades are missing.
How do I import historical data for the past two years?
I am a new user and recently started using Quicken for Mac to track my investments.
I have successfully connected my Interactive Brokers account. It is syncing automatically.
However, I can also see transactions for the past 90 days. This is causing reporting to be not accurate as a lot of BUY trades are missing.
How do I import historical data for the past two years?
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Answers
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Hello @araim000,
Thank you for contacting the Quicken Community with this question.
Most banks will only auto-download the last 90 days worth of transactions, however, you should be able to login to your financial institution's website and download a QFX file which you can import into Quicken allowing you to have as much historical data as you so choose.
I hope this helps!
-Quicken Jasmine
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