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Copy records from another file

Bob Brines

When I converted Bank of America to their new format, I lost all records prior to the conversion date. Is it possible to copy the missing records form a backup to the active file?

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Quicken Jasmine

Hello @Bob Brines,

Thank you for reaching out to the Quicken Community with this question.

Due to the nature of this issue and the recent migration of Bank of America, we recommend that you contact Quicken Support directly for further assistance as they can utilize functions such as screen share.

The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

I apologize that we could not be of more assistance.