Transcations from September-December are not downloading. What do I do?

GayleNYC
GayleNYC Quicken Windows Subscription Member
in Registers & Transactions (Windows)
Bank of America transactions from September-December are not downloading. I have tried resetting; tried on different days. Do I need to insert manually?

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Typically financial institutions limit how far back in time from "today" transactions are available for downloading and 90 days is a fairly common time limit.  So you might very well have to enter those transactions manually. 
  • GayleNYC
    GayleNYC Quicken Windows Subscription Member
    Transactions from April-August downloaded. It stopped with September
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    The same procedure that you used to download transactions from BofA's website should work for your Sep-Dec transactions, just select a different Date Range or select the monthly statements for that period, one at a time.
    I'm not a BofA customer, so I can't show you how to do this. Sorry. For most banks transaction download works in a similar fashion. Selecting a Date Range may be limited to a 90 day period. Alternative: Select one or more monthly statements.
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