How do I import older bank / cc transactions after I set up Quicken?
Gster67
Quicken Mac Subscription Member
I am new to quicken and when I set it up, I only received 4 months worth of banking data - I would like to get all of 2019's data so I have a better annual 'picture'.
Tagged:
0
Best Answer
-
@Gster67 Depending how many credit transactions you have per month, if you've downloaded April-July and you can't get older transactions to download, you could also manually enter your transactions from Jan-March in order to complete the year. Manual entry isn't terrible, especially once you get in the rhythm of it.
Quicken Mac Subscription • Quicken user since 19935
Answers
-
Thank you Rick! makes perfect sense, appreciate such a quick response!0
-
@Gster67 Depending how many credit transactions you have per month, if you've downloaded April-July and you can't get older transactions to download, you could also manually enter your transactions from Jan-March in order to complete the year. Manual entry isn't terrible, especially once you get in the rhythm of it. Quicken Mac Subscription • Quicken user since 19935
-
Thanks Jacob, just trying to avoid that manual entry.... :# but may resort to that!!0
This discussion has been closed.
Categories
- All Categories
- 20 Product Ideas
- 28 Announcements
- 206 Alerts, Online Banking & Known Product Issues
- 19 Product Alerts
- 740 Welcome to the Community!
- 616 Before you Buy
- 1.2K Product Ideas
- 50.4K Quicken Classic for Windows
- 15.6K Quicken Classic for Mac
- 990 Quicken Mobile
- 784 Quicken on the Web
- 76 Quicken LifeHub