How to import older Citicard transactions into Quicken

Question

Is there a way to import this past year's transactions for our credit card which is a Citi Card? I see how to do current transactions, but I am hoping to get a whole years worth for budgeting. Thanks.

BK · Answer

@Cosmic2409 ,

* Login to your online Citi card from a web browser and scroll down to "Your Activity" section
* Select your desired "Time Period" by scrolling thru their options
* Select the download arrow and in the popup and select QFX - Quicken > Export
* It will save it to your computer (note where you saved it)
* Open Quicken, At the top left select the File menu > File Import > Web Connect (.QFX) File
* Find the QFX export file that was just downloaded and import it

NOTE: This may create some duplicate transactions if your selected time period overlaps what you had already downloaded prior to this import. If that is a concern, you can optionally temporarily turn off "Automatic entry", otherwise leave it as is.