Is starting fresh a good idea - and if so, what's the best way to do that?

Question

Hi! I'm having bank issues - namely, the transactions are getting mixed up bet. two accounts (using a Quicken subscription for Windows).

I spent quite a while with tech support on the phone to try and fix it, etc.

Would starting fresh be a good idea - or at least worth a try? I've never added anything manually, so all I'd need to do is re-link account, etc.

If so, how do I do that? I looked it out online, and it said to navigate to "start from scratch", but I don't see that option.

Thank you!

JRQuicken · Answer

Got it - thank you!

Chris_QPW · Answer

How far back depending on the financial institution(s), and 90 days is typical.  Anything that is missing would have to be downloaded manually with a Web Connect/QFX file if the financial institution provides it, or maybe by a conversion from another format like CSV.  Or entered manually.

JRQuicken · Answer

Thank you, Chris - very helpful!

In general, should I at least be able to go back a year?

Also, I discovered this when I was about to start fixing and adding some categories, so, the categories I had were mostly automatic anyway.