How to limit download data to current year in new Quicken file.

Starting new file for 2023 since old file corrupted beyond fixing. I want to provide balance and start date so that files contain only 2023 data. Can that be done? Initial download on bank account picked up two years worth of data. Suggestions?

Best Answers

  • RickO
    RickO SuperUser ✭✭✭✭
    Answer ✓
    That's amazing that you downloaded 2 years worth of transactions because 99% of the time 90 days is the most you can get.

    You should be able to just delete all the transactions 12/31/22 and before and create an Opening Balance transaction dated 1/1/23 with whatever the correct balance should be on that date.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Jon
    Jon SuperUser, Mac Beta Beta
    Answer ✓
    I don't think there's a way to do this currently other than to do what RickO suggests & delete the unwanted transactions. When you initially set up an account for online access, you don't get the opportunity to specify a starting date for the downloaded transactions, you just have to take whatever the bank gives you. 

    Once online access is established you can specify a starting date for future downloads (on the Downloads tab in Account Settings) but you only get access to that after that initial dump of everything.

    Quicken Mac subscription. Quicken user since 1990.

Answers

  • RickO
    RickO SuperUser ✭✭✭✭
    Answer ✓
    That's amazing that you downloaded 2 years worth of transactions because 99% of the time 90 days is the most you can get.

    You should be able to just delete all the transactions 12/31/22 and before and create an Opening Balance transaction dated 1/1/23 with whatever the correct balance should be on that date.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Jon
    Jon SuperUser, Mac Beta Beta
    Answer ✓
    I don't think there's a way to do this currently other than to do what RickO suggests & delete the unwanted transactions. When you initially set up an account for online access, you don't get the opportunity to specify a starting date for the downloaded transactions, you just have to take whatever the bank gives you. 

    Once online access is established you can specify a starting date for future downloads (on the Downloads tab in Account Settings) but you only get access to that after that initial dump of everything.

    Quicken Mac subscription. Quicken user since 1990.

  • Kira's Person
    Kira's Person Member ✭✭
    Thank you Jon and RickO. Both responses are helpful.
This discussion has been closed.