How to download historical transactions on Quicken for Mac?

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araim000
araim000 Member ✭
edited July 2022 in All Things Canadian (Mac)
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?
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Answers

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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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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