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Newly added Bank of America accounts shows only opening balance, will not import older transactions

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Unable to Download Transactions

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judykane808

I have been trying to set up accounts in a new file for 2024 for over a week. PayPal worked (oddly - that's usually a problem!) My Bank of Aerica accounts are only loading with an opening balance of today. It won't accept manual imports of earlier transactions.

Rocket J Squirrel

Did you try downloading Web Connect (.QFX) files from the B of A web site and importing them into Quicken? That ought to work.

Which version of B of A are you connected to? "Bank of America - Quicken" or "Bank of America-All Other States" or something else? Look in your Accounts List and make sure the "Financial Institution" column is visible.

PS: we never suggest setting up a new file for each new year. Better to keep all your history together in one file.