Need to download full year of transaction history [edited]

mjackson
mjackson Quicken Windows Subscription Member
edited November 2021 in Download, Add/Update Accounts (Windows)
Only getting partial year upload from banking, but I need entire year for taxes. How do i download the entire year?

Answers

  • Frankx
    Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 2021
    Hi @mjackson

    The time frame for transactions that are available for download, is set by the financial institution, not by Quicken.  Most allow downloads for three months; some have a longer period.  There is the possibility that by going to the financial institution's website, you may be able to download files for periods longer than are available through online downloads into Quicken.

    So I suggest that you check the financial institution's website to see if more data is available there.

    Frankx

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  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    If you haven't already, you may want to review: FAQ: Download Old Transactions
This discussion has been closed.

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