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Quicken Classic for Mac
New to Quicken/Getting Started (Mac)
Is it possible to specify a date to Sync from
DeeM
I am new to Quicken on the Mac. Sync did not give me the option to specify a date for the Sync. It arbitrarily chose May 1st. Is there a way to change this?
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Jon
No. It's up to each financial institution to decide how far back they want to go.
DeeM
I found in settings under Transaction Downloads a "Download transactions Starting: mm/dd/yyyy" that can be set. However, it changed nothing when update requested. Maybe it is for manual downloads. Surprised that any bank would not let one go back to Jan 1st of the current year, as they do have that online. So....this means doing a manual export from the bank and an ingest into Quicken is better. Hummm...so now need to see if I can wipe everything out and start over. Ughh
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