Can I download a transaction for my 2020 budget from a 2021 transacton?

DLP
DLP Quicken Mac 2017 Member
in Budgeting and Planning Tools (Mac)
Can I download a transaction for my 2020 budget from a 2021 transacton?

Best Answer

  • lhossus
    lhossus Quicken Mac Subscription SuperUser, Mac Beta ✭✭✭✭✭
    Answer ✓
    DLP said:
    ... how would I change the date in the register after the download? ...
    Edit the transaction.

    To edit any transaction in a register, you may either:
    1. Select the transaction, then click the Edit button in the toolbar at the bottom of the register.
    2. Select the transaction, then in Quicken's menu: Transactions > Edit Transaction.
    3. Select the transaction, then Command-E.
    4. Double-click on the transaction.
    After any of the above operations, the selected transaction will enter edit mode. Each editable field will appear with a blue border around a white field.

    Then click on the date field and enter a new value. When done, press the Return key.

    Quicken Mac Subscription • macOS Sequoia 15.7 on MacBook Pro 13" M1

Answers

  • Valderi
    Valderi Quicken Windows Subscription Member ✭✭✭✭
    After downloading, you just have to change the date in your Q. register.
  • DLP
    DLP Quicken Mac 2017 Member
    Great. Thanks for the help. I'm new at this so how would I change the date in the register after the download? Thanks for your help!
  • lhossus
    lhossus Quicken Mac Subscription SuperUser, Mac Beta ✭✭✭✭✭
    Answer ✓
    DLP said:
    ... how would I change the date in the register after the download? ...
    Edit the transaction.

    To edit any transaction in a register, you may either:
    1. Select the transaction, then click the Edit button in the toolbar at the bottom of the register.
    2. Select the transaction, then in Quicken's menu: Transactions > Edit Transaction.
    3. Select the transaction, then Command-E.
    4. Double-click on the transaction.
    After any of the above operations, the selected transaction will enter edit mode. Each editable field will appear with a blue border around a white field.

    Then click on the date field and enter a new value. When done, press the Return key.

    Quicken Mac Subscription • macOS Sequoia 15.7 on MacBook Pro 13" M1

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