Updating/Replacing All 2023 CC Transactions

Dangerruss

Is there an easy way to delete all 2023 transactions in my Quicken Credit Card account and importing a Quicken file downloaded from my credit card company. i am missing too many transactions to try and fill in all the blanks.

NotACPA

I'd be very surprised if your Card company would allow a download of more than 90 days.

Have you tried downloading the file and checking this? Also, what bank/company?

Dangerruss

I grabbed all of 2023 transaction from Citi bank. Wasn’t a problem at all. How would you recommend checking this file? What happens if I just import the quicken file with existing transactions? Would I have duplicate transactions?

splasher

https://community.quicken.com/discussion/comment/20408489#Comment_20408489

First off, Quicken remembers which transactions have been imported into an account if the same download method is used and considers the new ones as dups and won't import them, this is all based on the FITID field in the downloaded transactions.

What I would do is to import them into a new account in the existing data file and then move the 2023 transactions to the original account and then delete the newly created account.

NOTE: MAKE A BACKUP FIRST