How to get full year of bank transactions?

mbschenker
mbschenker Quicken Mac Subscription Unconfirmed, Member
edited April 2022 in Download, Add/Update Accounts (Mac)
I have Quicken for Mac 6.0.3 and am trying to download 2020 bank transactions for income tax purposes. I have linked to the bank but transactions only go back 3 months. I went to the bank and downloaded a full year of bank transactions as a Quicken .qfx file, but don't see how to import the file to my Quicken app. Help appreciated.
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Answers

  • lhossus
    lhossus Quicken Mac Subscription SuperUser, Mac Beta ✭✭✭✭✭
    Import .qfx file by going to the Quicken Menu. Select File > Import > Bank or Brokerage File (OFX, QFX)...

    Recommend making a backup of your data file before proceeding.

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

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