I have already added all my balances to my desktop version of Quicken, but rarely have the time to sit at home and keep it up to date. Therefore I'm considering using the Online edition instead so I can work on it from anywhere. Is it possible to convert or import my data from the desktop version to the online version?
Convert Quicken Desktop Data to Quicken Online Edition Aug 09, 2009 12:34 pm
This post is about: Quicken Online
I would also like to ADD transactions by upload. It's August, and I just signed up. I can get CSV files (and rearrange columns and formats if necessary) back to January 1 or even earlier, but I'm darned if I want to enter each transaction individually.
Today after using Online for 3 months, I discovered that I cannot add balances to online. It's simply for checking my completed bank transactions against my regularly scheduled automatic withdrawals. If I want to add my receipts in as I get them, I need Desktop. I just got this from a support person at Online.