How do I get the Quicken and bank account balances to match?

David Graber

I have not used Quicken in a year. Started again in 2023. Not all transactions are downloading, just 90 days. Should I start over for 2023?

Boatnmaniac

The number of days that are downloaded into Quicken is determined by the Financial Institution (FI). 

Most Financial Institutions will download a maximum of 60-90 days but some will download more while others will download less.  Starting over for 2023 will not change how many days are downloaded and you will get the same results.

If you want more transactions than what were downloaded there are a few options:

• If your FIs support the Web Connect process (manually downloading and importing transactions in QFX or "Quicken" or "Web Connect" format) go to your online account, select the statement(s) or date range(s) you want and do that.
• If your FIs support manual downloading of transactions in QIF, Excel, CSV or OSF formats:  Download in one of these formats and use a conversion program like ImportQIF to convert the files into a format that Quicken can import.  ImportQIF is a freeware program.  You can read up on it and download it from https://www.quicknperlwiz.com/.
• You can manually enter the missing transactions.

If you create a new data file for 2023, you will still get only the 90 days you got with your existing file but you will also no longer have all the historical data that you have.  Whether or not to start over is a personal choice but if you want to retain the historical data then starting over is not the way to go.

splasher

See this FAQ if you are interested in getting your past history up to date:

FAQ - Download old transactions

Boatnmaniac

The number of days that are downloaded into Quicken is determined by the Financial Institution (FI). 

Most Financial Institutions will download a maximum of 60-90 days but some will download more while others will download less.  Starting over for 2023 will not change how many days are downloaded and you will get the same results.

If you want more transactions than what were downloaded there are a few options:

• If your FIs support the Web Connect process (manually downloading and importing transactions in QFX or "Quicken" or "Web Connect" format) go to your online account, select the statement(s) or date range(s) you want and do that.
• If your FIs support manual downloading of transactions in QIF, Excel, CSV or OSF formats:  Download in one of these formats and use a conversion program like ImportQIF to convert the files into a format that Quicken can import.  ImportQIF is a freeware program.  You can read up on it and download it from https://www.quicknperlwiz.com/.
• You can manually enter the missing transactions.

If you create a new data file for 2023, you will still get only the 90 days you got with your existing file but you will also no longer have all the historical data that you have.  Whether or not to start over is a personal choice but if you want to retain the historical data then starting over is not the way to go.