If I purchase Quicken, when I connect to my bank accounts will it pull in all the transactions for t

sundayrest22

Dear Quicken Community,
We are at the end of 2021. If I purchase Quicken, when I connect to my bank accounts will it pull in all the transactions for the year?
Thank you,
-Ethan

jacobs

It depends on your bank, but typically no. Most banks limit online downloads to the past 90 days. However, your bank may have an option on their website for you to download a Quicken/QFX file with all your transactions from the past year; that file can them be imported into Quicken.

Frankx

Hi @sundayrest22 ,

The short answer to your question is "probably not" but it actually depends on a couple of factors:

a) Quicken can connect with a large number number of banks, but it doesn't connect with all banks.  So the answer to your question depends on where you bank.

b) The time frame within which Quicken can "pull in" transactions "automatically" is limited - usually to the most recent 90 days (but this can vary by financial institution).  However, you may be able to use another method (not an automatic "pull in") to download files from your financial institutions and then import them into Quicken.  To my knowledge, there is no limit on how far back in time you can go using this downloading method, assuming the financial institution provides the files.

Let me know if you have any followups.

Frankx

jacobs

It depends on your bank, but typically no. Most banks limit online downloads to the past 90 days. However, your bank may have an option on their website for you to download a Quicken/QFX file with all your transactions from the past year; that file can them be imported into Quicken.

sundayrest22

I shall give my bank a call then. Thank you for the help!

Frankx

Hi @sundayrest22 ,

The short answer to your question is "probably not" but it actually depends on a couple of factors:

a) Quicken can connect with a large number number of banks, but it doesn't connect with all banks.  So the answer to your question depends on where you bank.

b) The time frame within which Quicken can "pull in" transactions "automatically" is limited - usually to the most recent 90 days (but this can vary by financial institution).  However, you may be able to use another method (not an automatic "pull in") to download files from your financial institutions and then import them into Quicken.  To my knowledge, there is no limit on how far back in time you can go using this downloading method, assuming the financial institution provides the files.

Let me know if you have any followups.

Frankx

sundayrest22

I checked online banking and I can select the option to export in a Quicken/Quickbooks file format for any start and end date. Thank you everyone for your help! Much appreciated.