How do I add a beginning balance and historical transactions to an existing account

sjh1979
sjh1979 Quicken Windows Subscription Member
edited February 2023 in Registers & Transactions (Windows)
I'm trying to add historical transactions to an account that has already been created and transactions downloaded for the past year from the bank. I need to add old transactions from statements prior to downloading ... and a new beginning balance. How should I do this? Thank you!
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Answers

  • MontanaKarl
    MontanaKarl Quicken Mac Subscription Member, SuperUser, Mac Beta Beta
    Nothing is/should be locked in any way.  Just edit the opening balance transaction to show the date and amount of the desired opening balance in the past, and enter all of the transactions that you want.   You'll have to remember to enter the year also in the date field, as if you just enter month/day it will default to 2023 for the year.

    Quicken user since 1990, MacBook Pro M2 Max on Tahoe 26.1 (and Win 11 under Parallels Desktop)

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