I have not been able to use Quicken for about 6 or 7 months. I do not know how to get started with
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blanche joan
Member ✭
I use to have a person do the installing and setting up - but now I have to do it all myself and have to get everything entered since January and I am at a lost. Please help me now and also would like to be able to download my bank info to make it easy for me. It will have to start at January 1, 2019
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Best Answer
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Well, your 1st problem is that a transaction download, originated from within Q, usually only goes back 30-90 days.You'd need to go to each of your bank/card/brokerages/etc and see if they permit a longer download (via Web Connect) when initiated from their respective websites.See this FAQ re: downloading older transactions: https://community.quicken.com/discussion/7160091/faq-download-old-transactions
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP5
Answers
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Well, your 1st problem is that a transaction download, originated from within Q, usually only goes back 30-90 days.You'd need to go to each of your bank/card/brokerages/etc and see if they permit a longer download (via Web Connect) when initiated from their respective websites.See this FAQ re: downloading older transactions: https://community.quicken.com/discussion/7160091/faq-download-old-transactions
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP5 -
What version do you have? Like Quicken 2017, 2019 etc. We assume you are on Windows. Did you get the program installed ok? Do you have a prior data file you want to continue in?
I'm staying on Quicken 2013 Premier for Windows.
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Not sure how the topic title relates to anything....blanche joan said:I use to have a person do the installing and setting up - but now I have to do it all myself ....I have not been able to use Quicken for about 6 or 7 months.SO - what has happened in these last 6 or 7 months,
that you now need to go back and basically start over with...
- installing Quicken
- download transactions all the way back to JanuaryQWin - R54.16 - Win10
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