I am new user. How do I enter my bank account balances as of 01/01/2023 s0 I can move forward from t

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curtkeiser
curtkeiser Member ✭
edited January 23 in Using Quicken on the Web

I am new user. How do I enter my bank account balances as of 01/01/2023 so I can move forward from there and reconcile bank statements every month. I have synced with one bank and transactions go back to 9/01/21 but I want Quicken to start on 01/01/2023.

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  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    Which Desktop Quicken are you using? (Quicken Windows or Quicken Mac)

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  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited December 2023
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    banks usually only download 90 days worth of transactions..

    What bank are you using ?

    You might look around your bank online website account, and see if a “download” menu is available and if Quicken Format is listed .

    QWin - R54.16 - Win10

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