How do I start downloading my bank transactions?

Eric Johnson

I've finally had a brainstorm and would like to download my banking transactions. I understand the process generally but I'm having a problem.

When I down load the checking account, it says I have on the order of 750 transactions going back to sometime in 2021. I've already entered those by keyboard. That's what made me decide to change. So, how do I limit the transactions to just the most recent ones? Once I have this understanding I believe I'll be able to successfully do the same on the other accounts.

Thanks for the patience with me. Don't know why after almost 30 years of using Quicken this idea only recently lit a lightbulb.

Eric Johnson

Quicken Jasmine

Hello @Eric Johnson,

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

Before I can further assist you, I require some more information. Which financial institution are you attempting to connect with? What is the connection method?

I look forward to your response.

mshiggins

FYI, OP is asking the same question in this discussion:

https://community.quicken.com/discussion/7938783/how-do-i-correctly-d-l-only-my-current-bank-transactions