Downloading transactions

Leslie Jones
Leslie Jones Member ✭✭✭
edited August 2022 in Download, Add/Update Accounts (Mac)
I set one of my investment accounts to start downloading transactions and now all transactions before March 1st 2022 are gone. Any help would be appreciated. I could restore a backup but unless I can specify which account to restore I will lose a lot more work I have entered.
Tagged:

Best Answer

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited July 2022 Answer ✓
    Did the download process create a new account register (e.g., "XYZ Brokerage -2")? If so, your data should still be in the original account register. While activating the download, it should have been possible to LINK the brokerage data into the already existing register instead of creating a new account register.

Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited July 2022 Answer ✓
    Did the download process create a new account register (e.g., "XYZ Brokerage -2")? If so, your data should still be in the original account register. While activating the download, it should have been possible to LINK the brokerage data into the already existing register instead of creating a new account register.
  • Leslie Jones
    Leslie Jones Member ✭✭✭
    It DID! In Hidden accounts. I just didn't know where to look. Thanks very much.
This discussion has been closed.

Categories