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birdsafe
birdsafe Quicken Windows Subscription Member ✭✭
edited November 2023 in Download, Add/Update Accounts (Windows)

Not sure what is causing the limit on transactions in the register, some accounts go back 3 months, some 6 - perhaps the number - but how do I load more transactions in order to review and edit them?

Thanks.

Answers

  • volvogirl
    volvogirl Quicken Windows Other SuperUser ✭✭✭✭✭

    Check at the top for the Filter settings. Or do you need to download them from the bank? Most banks only go back 3 months.

    I'm staying on Quicken 2013 Premier for Windows.

  • birdsafe
    birdsafe Quicken Windows Subscription Member ✭✭
    https://community.quicken.com/discussion/comment/20388980#Comment_20388980

    Thank you for your response. I changed the filter to all dates but it seems it did only import 3 months worth of transactions - wonder if there is a way to get more - need YTD.

  • birdsafe
    birdsafe Quicken Windows Subscription Member ✭✭

    Figured it out - I downloaded a QFX file from the bank!

This discussion has been closed.

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