How to load old bank transaction

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Dianeska
Dianeska Member ✭
edited April 2023 in Download, Add/Update Accounts (Mac)

My bank just let me load 90 days transaction but I need more days, there is any way I can do that.

I have my info in excell as well but When I convert into CSV file and upload the file doesnt take the right columns.

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  • Jon
    Jon SuperUser, Mac Beta Beta
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    Check your bank website & look for options to download a Quicken file, that might give you more than 90 days of transactions.

    CSV file imports have to be formatted exactly right. There are posts in this thread showing exactly which columns are required and in what order. Be aware that this option will create a new account for each CSV file and you'll have to drag those transactions over to your existing account.

    Quicken Mac subscription. Quicken user since 1990.

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