Downloading older transactions from online bank

jolorne

I'm just setting up my Quicken account to record all my transactions for 2018.  However when I linked my bank account, there was no option to enter a date range and it only brought over transactions to the beginning of January 2019.

I cannot see how to add the details for the date range when I select the account update.  Can anyone help please?  

Thanks

RickO

Most banks provide only 90 days of transactions via direct download. To get more, you may be able to download a QFX file of earlier transactions from the bank. The bank has to support the Web Connect method for this to work. If you can download this file from your bank's website, try to import it. If you can, and if the transactions end up in a new account, then just select them all and drag them to the existing account in the sidebar. Then delete the now empty new account.

RickO

Most banks provide only 90 days of transactions via direct download. To get more, you may be able to download a QFX file of earlier transactions from the bank. The bank has to support the Web Connect method for this to work. If you can download this file from your bank's website, try to import it. If you can, and if the transactions end up in a new account, then just select them all and drag them to the existing account in the sidebar. Then delete the now empty new account.

jolorne

Thank you so much - this worked like a charm!