More entries on register

birdsafe

Not sure what is causing the limit on transactions in the register, some accounts go back 3 months, some 6 - perhaps the number - but how do I load more transactions in order to review and edit them?

Thanks.

volvogirl

Check at the top for the Filter settings. Or do you need to download them from the bank? Most banks only go back 3 months.

birdsafe

https://community.quicken.com/discussion/comment/20388980#Comment_20388980

Thank you for your response. I changed the filter to all dates but it seems it did only import 3 months worth of transactions - wonder if there is a way to get more - need YTD.

birdsafe

Figured it out - I downloaded a QFX file from the bank!