How do I get transactions from previous months to upload into banking? (2024)

Hi! I just recently connected all my bank and credit cards to my Quicken account and most of my accounts only uploaded 3 months worth of transactions. I would like to do the entire year. Is there a way to get Quicken to allow me to upload transactions for all of 2023? And if so, will this duplicate transactions I already have in my Quicken account?

See Also
Husband/Wife using Quicken on multiple devices
See Also
Quicken Classic Deluxe vs Quicken Classic Premier for PC?Refreshed. Revamped. Renewed. This is Quicken at 40.How Do I Cancel and Request a Refund for My Quicken Simplifi Subscription? | Quicken Simplifi Help CenterHow do I make changes to my Quicken subscription?

  • How do I get transactions from previous months to upload into banking? (2)

    volvogirl SuperUser ✭✭✭✭✭

    Your FI or bank controls how far back you can download. Most only go back 90 days. The rest you will have to enter manually. You might get a greater range of transactions if you go to your financial institution's website and download a different range of dates in a Web Connect .QFX file. If you manually enter older transactions, be sure to adjust the opening balance to account for them as you enter them.

    See this FAQ

    I'm staying on Quicken 2013 Premier for Windows.

    1

This discussion has been closed.

How do I get transactions from previous months to upload into banking? (2024)
Top Articles
payment and gratuity guideance | Tattoo hubTattoo
10 steps to grow your customer base
Richard K. Diamond, Of Counsel – Danning, Gill, Israel & Krasnoff, LLP
Scott M. Dimond | DKR | Experienced Commercial Litigation Attorney
Latest Posts
What Hospice Does Not Tell You
The 7 Most Profitable Small Businesses
Article information

Author: Neely Ledner

Last Updated:

Views: 6100

Rating: 4.1 / 5 (42 voted)

Reviews: 81% of readers found this page helpful

Author information

Name: Neely Ledner

Birthday: 1998-06-09

Address: 443 Barrows Terrace, New Jodyberg, CO 57462-5329

Phone: +2433516856029

Job: Central Legal Facilitator

Hobby: Backpacking, Jogging, Magic, Driving, Macrame, Embroidery, Foraging

Introduction: My name is Neely Ledner, I am a bright, determined, beautiful, adventurous, adventurous, spotless, calm person who loves writing and wants to share my knowledge and understanding with you.