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New Set Up Only 3 months Direct Access Wells Fargo Need Other 9 months Data
Wells Fargo allows the viewing of 300 transactions per page on their website. So the direct access only transferred the last 3 months of transactions (or the last 300 transactions) into Quicken. I have about 800 more transactions and the direct download does not pick up all the transactions. I was able to download the CSV file for 1/1/20 to 9/30/20 and imported them into my account. It showed up as a separate account. And no Payee or Category information was transferred. Also the amount came in Negative. How do I Direct Access a date range (1/1-12/31) and get access in quicken to the entire years worth. Quicken does a nice job of removing all the extraneous characters like PURCHASE AUTHORIZED ON 09/28 PEDROTTI ACE HARDWARE BENICIA CA P00460272626783920 CARD 2893 so the entries are nice and clean. Quicken also creates a category for most transactions that are pretty spot on.