UBS not downloading all information into Quicken for Mac

LeahL Member

I just switched from a PC to a Mac. While I initially tried to export all old info from PC and import to new Quicken Mac it was a disaster. So I decided I'd just start fresh from Jan 1, 2023.

I set up the connect from my credit cards and it all worked great and balanced. I connected to UBS and it's a disaster. First it only downloaded transaction from March 2022 to June 2022 only not the most recent. So I then went into each individual account and had it download transaction from 1/1/2003. It downloaded back into December which isn't a big deal but not all transactions downloaded included the opening balance therefore all balances are incorrect. I use checking accounts too with UBS which I have to choose as brokerage accounts. The IRA accounts didn't download all buy/sell so cash balance is completely off as well.

Anybody else have this issue. I've been working on this for days and it's so frustrating. Almost enough to dump Quicken if I can't figure it out.


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