How do I get transactions from previous months to upload into banking?

msbrose
msbrose Quicken Windows 2017 Member
edited October 2023 in Download, Add/Update Accounts (Windows)

Hi! I just recently connected all my bank and credit cards to my Quicken account and most of my accounts only uploaded 3 months worth of transactions. I would like to do the entire year. Is there a way to get Quicken to allow me to upload transactions for all of 2023? And if so, will this duplicate transactions I already have in my Quicken account?

Answers

  • volvogirl
    volvogirl Quicken Windows Other SuperUser ✭✭✭✭✭

    Your FI or bank controls how far back you can download. Most only go back 90 days. The rest you will have to enter manually. You might get a greater range of transactions if you go to your financial institution's website and download a different range of dates in a Web Connect .QFX file. If you manually enter older transactions, be sure to adjust the opening balance to account for them as you enter them.


    See this FAQ

    https://community.quicken.com/discussion/7160091/faq-download-old-transactions

    I'm staying on Quicken 2013 Premier for Windows.

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