New User wants to add transactions

SamPrints
SamPrints Member
edited February 18 in Getting Started
Greetings,

I have used Quicken years before and have now returned to start again. I opened my account and imported transactions from my checking account, but it only imported 3 months of checking transactions, October Through December.

I purchased Quicken to organize checking transactions for the entire year 2021. How can I import transaction for January 2021 - September 2021?

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Best Answer

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓
    Hello @SamPrints,

    Thanks for posting!

    To clarify, are you using Quicken or are you using Simplifi? If you're using Quicken, you'll want to visit their Community at https://community.quicken.com/.

    If you're using Simplifi, banks will typically only provide the last 90 days worth of transactions when initially connecting. With that being said, you can import older data using a CSV file -- more details and the steps to do so can be found here. 

    I hope this helps! :smile:

    -Coach Natalie
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