Can I sync a full years worth of data from my bank to quicken?

bonnolte
bonnolte Quicken Windows Subscription Member
edited January 2022 in Download, Add/Update Accounts (Windows)
I just purchased Quicken and I would like to download all my data from 2021 (a full year) into Quicken. I only automatically downloaded 3 months worth. I'm really hoping there is a way to link the full year. Any thoughts?

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    On the bank's website, see if they offer "Web Connect". That's he process where you initiate the download from the website instead of from within Q.
    IF they offer Web Connect, see if they let you specify the timeframe of the download.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    What bank -

    and - just to clarify - it is totally up to the bank as to how much data they offer for downloading -
    A - usually 90 days for Quicken access
    B - as mentioned aboive - they may also allow manual downloading of data - but totally up to the bank
  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    See this FAQ: FAQ - Download old transactions

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

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