Quicken How to Delete and Download Transactions Again
Is at that place a way to re-download transactions Quicken for Mac
This is my issue:
I download my transactions from my bank
I've in the past accidentally deleted a (lot) transaction, and then notice
it's not re-downloaded if I either One Step Update or consign transactions from my Depository financial institution to a QFX.
Is there a fashion effectually this?
Thank you!
0
Best Answers
-
Can you restore from the latest fill-in (either Quicken's backup or use time machine)? Just salvage your current version in instance you accept manually keyed in transactions that won't exist in your restored version.
I'one thousand not a quicken employee, just trying to be a helpful pup!
0
-
jacobs SuperUser, Mac Beta Beta
@alino Quicken Mac intentionally keeps a hidden record of the transaction ID of transactions y'all accept downloaded in order to forestall duplicates on subsequent downloads. If you manually deleted the transactions, Quicken assumed you did so intentionally, and prevents them from downloading again. And then, basically, there is no way to re-download transactions you take deleted.
There is a way to hack around this, simply it may exist more trouble and clean-up than it's worth. (Yous may have a lot of duplicate transactions to weed out, and you may need to re-categorize transactions you're downloading again.) The thought is to create a new Quicken file, set your bank account in that file, download your transactions into that file, export this Quicken file to QXF format and import it into your existing Quicken file, and then carefully merge the contents of the two depository financial institution accounts to avoid duplicate transactions.
Allow's start with this important tip: make a copy of your data file before you start any of this, in case you find you have a bigger mess than before y'all started, and yous want to go back.
Side by side, how far back are these transaction you want to recover? Most banks allow online downloads from the past 90 days simply. (This isn't controlled by Quicken; it's upwards to the bank.) If you're looking for transactions in the past 12 months, some banks allow you dow download a file in .QFX format which you can then import into Quicken. Just be aware that the more than transactions you have, the more work it volition exist to weed out duplicate when you merge the data.
Here'southward how you'd approach this:
1) Create a new, blank Quicken data file as a temporary file. Create your one bank account, and either download transactions from the bank or import the .QFX file you downloaded from the bank.
2) Export this temporary Quicken information file to .QXF format: File > Consign > Quicken Transfer File.
3) Open your primary Quicken data file. Import the .QFX file that came from the temporary file with the bank business relationship download: File > Import > Quicken Windows File (QDF, QXF).
iv) At present yous should have two accounts for yous bank account: your original and the i you simply imported. Find the transactions in your imported account which are missing from your existing account; select them in the imported account, and drag them to the existing account in the left sidebar, and the transactions volition motility. Yous can motion them all, so go through and eliminate duplicates, or you lot tin select which ones to move (Command click allows you lot to select multiple transactions at a time, and and then you lot can drag them to the existing account in the left sidebar).
v) You lot'll have to exist careful to make sure you're pulling in the transactions you want, non missing any, and not creating duplicates. You lot may need to suit your opening rest to get your electric current balance to the right value.
6) When y'all have all the transactions you want in your business relationship, y'all can delete what's left of the imported account (Control-click the imported account in the left sidebar, so select Delete grade the pop-up card). And you can delete the temporary Quicken file you created for the import.
If that sounds too treacherous to yous, or like too much work, you might find it easier to manually enter the missing transactions -- it just depends how many you have.
Quicken Mac Subscription • Quicken user since 1993
ii
Answers
-
Can you restore from the latest backup (either Quicken's backup or use time automobile)? Just save your current version in case you have manually keyed in transactions that won't exist in your restored version.
I'thou non a quicken employee, just trying to be a helpful pup!
0
-
jacobs SuperUser, Mac Beta Beta
@alino Quicken Mac intentionally keeps a subconscious record of the transaction ID of transactions you have downloaded in order to foreclose duplicates on subsequent downloads. If yous manually deleted the transactions, Quicken causeless y'all did so intentionally, and prevents them from downloading once more. So, basically, there is no way to re-download transactions you have deleted.
There is a way to hack around this, only it may exist more trouble and clean-upward than it'due south worth. (Yous may have a lot of duplicate transactions to weed out, and you lot may need to re-categorize transactions you lot're downloading again.) The idea is to create a new Quicken file, prepare upward your bank account in that file, download your transactions into that file, consign this Quicken file to QXF format and import information technology into your existing Quicken file, and so advisedly merge the contents of the two banking company accounts to avert duplicate transactions.
Let'south first with this important tip: make a re-create of your data file earlier you start whatsoever of this, in instance yous observe you take a bigger mess than before yous started, and yous want to go dorsum.
Next, how far dorsum are these transaction you want to recover? Well-nigh banks allow online downloads from the past 90 days only. (This isn't controlled by Quicken; it'southward upwardly to the bank.) If you're looking for transactions in the past 12 months, some banks allow you dow download a file in .QFX format which you tin and then import into Quicken. Just be enlightened that the more than transactions y'all accept, the more work it will exist to weed out indistinguishable when you merge the information.
Here's how you'd arroyo this:
1) Create a new, blank Quicken information file equally a temporary file. Create your one bank account, and either download transactions from the bank or import the .QFX file yous downloaded from the banking company.
ii) Export this temporary Quicken information file to .QXF format: File > Export > Quicken Transfer File.
3) Open up your main Quicken data file. Import the .QFX file that came from the temporary file with the depository financial institution account download: File > Import > Quicken Windows File (QDF, QXF).
4) Now yous should take two accounts for you bank account: your original and the one you lot merely imported. Observe the transactions in your imported account which are missing from your existing account; select them in the imported account, and elevate them to the existing account in the left sidebar, and the transactions will move. You can move them all, so go through and eliminate duplicates, or you can select which ones to movement (Command click allows yous to select multiple transactions at a time, and so you tin drag them to the existing business relationship in the left sidebar).
5) You'll have to be careful to make sure you lot're pulling in the transactions y'all desire, not missing any, and non creating duplicates. Y'all may demand to arrange your opening residuum to become your current balance to the correct value.
6) When you have all the transactions yous want in your business relationship, y'all can delete what'south left of the imported business relationship (Command-click the imported account in the left sidebar, then select Delete form the pop-up card). And yous can delete the temporary Quicken file you created for the import.
If that sounds too treacherous to yous, or like likewise much work, you might observe it easier to manually enter the missing transactions -- it but depends how many you take.
Quicken Mac Subscription • Quicken user since 1993
2
-
I was afraid this was the only solution...
thank you0
Source: https://community.quicken.com/discussion/7889486/is-there-a-way-to-re-download-transactions-quicken-for-mac
0 Response to "Quicken How to Delete and Download Transactions Again"
Post a Comment