Transferring History to New Account
ellenannie
Quicken Windows Subscription Member
I had to re-establish my Direct Connection to my local bank and although this worked I had to create a new account and was only able to bring over the last 90 days. Within the same Quicken file I still have the "old" account, which no longer downloads info but contains years of transactions. How do I add this old history into the new account? I am trying to avoid doing it one line item at a time (I have transactions going back for 15+ years!) Thanks.
Note: I tried multiple times to re-establish Direct Connect on the original account, but these attempts were all unsuccessful. :/
Note: I tried multiple times to re-establish Direct Connect on the original account, but these attempts were all unsuccessful. :/
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Answers
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You may want to review: https://community.quicken.com/discussion/7160099/faq-how-do-i-move-transactions-between-quicken-accounts
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