Past Credit card entries

SueMcC

I apparently did not correct errors in downloading credit card data in a few months in 2022. Quicken will only download the current month's data. How do I get it to got back to those missed months and not have to enter all that data manually?

Mark1104

@SueMcC- that is controlled by your Bank - not quicken.... check to see at your bank website if there is an option to manually download the items.  Otherwise, manual entry is the only opton..;...

Mark1104

@SueMcC- that is controlled by your Bank - not quicken.... check to see at your bank website if there is an option to manually download the items.  Otherwise, manual entry is the only opton..;...

jacobs

You might check if your credit card company allows you to download a QFX or Quicken file for a date range you specify; then you can import that into Quicken. (If it imports as a new, separate account, you can select all those transactions and drag them into your existing credit card account; you will likely then have to adjust the opening balance transaction to get your current balance correct.)

SueMcC

THanks! I"ll see what they allow me to do. I have a feeling I'm going to be entering data manually.

SueMcC

Thanks again! The credit card site was not user friendly but I finally figured out how to do it. They buried the process many layers down, and the directions for how to do it were completely inadequate. Persistence paid off finally!!