Connecting and downloading financial data from my bank accounts to the Quicken register

AudioRon

I have been manually inputting transactions. I want to stop this time consuming practice! I decided to connect to one of my bank accounts (as a test) and many of the transactions that I have already manually inputted have been duplicated as a result downloading the bank data into my Quicken register. This resulted in throwing off my balance I would like to download transactions from all my financial institutions to Quicken; however, I am hesitant to proceed.

Is there anyway to download only new data that has not been manually inputted into the register (is there a way of setting or communicating a requested date range upon initial set-up?

volvogirl

Not the first time.  It will get as much as the bank allows.  Then it should be ok.  You will have to clean up and delete the duplicates.