Download [older] bank transactions.

RobertDNA

When I setup quicken to download the bank transactions it did not give me an option for a range. It only downloaded about three months when I want to go back to Jan 01, 2021. Is there a way to get the rest of the transactions?

Frankx

Hi @RobertDNA,

It actually depends on your financial institution.  It is the financial institution that determines the period of time (i.e. "range" in your words) that will be available for download.  However, the bank may also make an extended period available for download through its website.  I suggest that you go to the bank's website to see if you might be able to download prior periods into Quicken.

Let me know if you have any followups.

Frankx

Frankx

Hi @RobertDNA,

It actually depends on your financial institution.  It is the financial institution that determines the period of time (i.e. "range" in your words) that will be available for download.  However, the bank may also make an extended period available for download through its website.  I suggest that you go to the bank's website to see if you might be able to download prior periods into Quicken.

Let me know if you have any followups.

Frankx

RobertDNA

Thanks. I will contact the bank.

Frankx

Hi @RobertDNA

Let us know how that works out.

Frankx

RobertDNA

Worked great. Thanks