Hi Marilyn, From what I understand, most financial institutions will provide the last 30, 60, or 90 days worth of transactions via Direct Connect (Online Banking). If you would like to enter the earlier transactions (From January 1st), you would have to download the transactions from your bank/credit card company via their website and then import them into MD. Some banks/credit card companies allow you to set dates for the download/export, others only offer individual statements.
Some financial software users prefer to download their transactions using this method since the security of the data is entirely in their hands. However, whether you download directly into your software or do the work yourself, the data is always encrypted and is very secure. No one at Quicken ever sees your financial information. Is there a way to download transactions from the first of the year? OFC files (sometimes called Quicken™ or Microsoft Money™ Microsoft Money™ files). Then, to import the file(s) into MD, go to the Moneydance Menu item.
Either way, you can usually obtain them from their website. Select the statement (or transaction dates) Choose 'Download' and and select QIF,.OFX,.QFX, or.OFC files (sometimes called Quicken™ or Microsoft Money™ Microsoft Money™ files). Then, to import the file(s) into MD, go to the Moneydance Menu item: File→Import and then navigate to the downloaded file(s) on your computer. Click on it and select the account that you want them to import to, confirm each transaction then reconcile (If your file associations are already made, MD will just ask you what you want to do with the file once it downloads). You may have to Edit your Account's Initial Balance (this one time) to reconcile correctly, then you are finished.
Take care, Tony.
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