How to import credit card transactions into Quicken

SamInTexas

I am new to Quicken and tried to research my issue without much luck; apologies if it has been asked before.

I bank with USAA and I am able to import my checking/savings account details, but I am unable to see the individual credit card transactions - it is balances only. Is there a way to import them so I can use them in the budgeting app?

Quicken Jasmine

Hello @SamInTexas,

Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue. 

Before I can further assist you, I require some more information. Did you set up your USAA account(s) for automatic downloads? If so, which connection method did you choose? You can see the connection method by navigating to Tools > Account List. Are you attempting to import a QFX file? How did you upload your balances into Quicken? Have you attempted to add any other accounts from different financial institutions? What were the results of those?

I look forward to your response. 

Ps56k2

Take a look at the accounts - Edit Account…
Look to see if the [x] buttons are checked for - Simple Investing vs Complete Investing … you want COMPLETE 

NotACPA

Ps56k2 said:

Take a look at the accounts - Edit Account…
Look to see if the [x] buttons are checked for - Simple Investing vs Complete Investing … you want COMPLETE 

OP's issue is with credit cards ... not Investing.

Ps56k2

NotACPA said:   OP's issue is with credit cards ... not Investing.

Oops … never saw a “balances only” situation other than with the Investing settings .