I have two accounts that are missing about 3 months of transactions.

Question

The missing transactions exist in the quitcken cloud. I have tried to recover them by removing them from the sync list, syncing, then re-adding them, and syncing again. This technique has always worked before for me, but now it is not restoring the transactions. I have downloaded the mising transactions from the cloud and have them in an excel file, bur I don't know how to get them back ingo my quicken file. Does anyone have a suggestion?

Quicken Alyssa · Answer

Hello again @Jim Randle74,

I wanted to follow up on my earlier message regarding importing files into Quicken. After taking a closer look, I found that Quicken on the Web actually downloads transactions in CSV format. These CSV files can be imported into Quicken Classic using the "Import" feature. Here are steps on how to do that.

Sorry for the confusion earlier — I was initially referring to Excel-specific file types like .xls, which aren't supported.

I would suggest deleting all transactions that are not within the 3 month time frame of transactions that you are missing, before importing them. I also wanted to mention that downloading the transactions from your banks website and importing them into Quicken using Web Connect is another option. More information on that here. Usually to do this you need to log into the banks website and select the account you want to download transactions for. Looking at the recent account activity, you should see a download/export option.

I hope one of these options works for you.

fun1000000 · Answer

@Jim Randle74

I would start by removing your name and email address from your post

Jim Randle74 · Answer

jimnewqdata is the account I am currently using.  Quicken on the Web is missing the same transactions that my local quicken file is missing, but the Cloud download shows the transactions. I am at a loss to understand why or how to get them back in my local copy. Is there a way to download the missing transactions and get them inserted into my local quicken file?