Only downloading past three month with Costco Citi Visa card

ME____

I have an issue that Quicken is only downloading about 3 month worth of transactions from my Costco Visa credit card (from march 10th until today) but I need the data from JAN 1st 2021. This hasn't happened with another credit card(Discover) any solution?

oldngrmpy1

Many financial institutions only go back 90 days (my CU is that way), which means that you will probably have to use your financial institution statements and fill them in manually, or restore a back-up copy of your transactions.

jacobs

You can also see if logging into the Costco Visa website and logging into your account gives you any option to download a transaction file. Many financial institutions allow you to download more information to a file than they do to a third-party application like Quicken. You'd be looking for a Quicken download or a QFX file format option.

Note that if you are able to do so, there will be duplicate transactions between what you've already got in Quicken and what you're pulling in from this file, so you'll need to go through and weed out any duplicates. Quicken normally prevents this by tacking a unique transaction ID number (FITID) downloaded from th financial institution, but the numbers are different between different download methods, so Quicken won't know transactions are duplicates.