Will quicken download bank acct transactions for all of 2021?

Best Answers
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Banks typically give you 1-3 months depending on the bank. The way you can get longer period is by going to their website > statements and download your data in a QIF or webconnect format (depending on what they have available) and save it to your desktop and then importing it into Quicken (File > File Import). Here is an example from Bank of America:Adding: No guarantees how accurate the import will be, therefore make sure to create a backup of your Quicken file first in case you don't like the results so you can restore from the backup and revert back.- QWin Deluxe user since 2010, US subscription on Win11
- I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr1 -
Your FI or bank controls how far back you can download. Most only go back 90 days. The rest you will have to enter manually. You might get a greater range of transactions if you go to your financial institution's website and download a different range of dates in a Web Connect .QFX file. If you manually enter older transactions, be sure to adjust the opening balance to account for them as you enter them.
See this FAQ
https://community.quicken.com/discussion/7160091/faq-download-old-transactions
I'm staying on Quicken 2013 Premier for Windows.
1
Answers
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Banks typically give you 1-3 months depending on the bank. The way you can get longer period is by going to their website > statements and download your data in a QIF or webconnect format (depending on what they have available) and save it to your desktop and then importing it into Quicken (File > File Import). Here is an example from Bank of America:Adding: No guarantees how accurate the import will be, therefore make sure to create a backup of your Quicken file first in case you don't like the results so you can restore from the backup and revert back.- QWin Deluxe user since 2010, US subscription on Win11
- I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr1 -
The most recent 3 months downloaded... Nov, Dec 2021and Jan 2022.0
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Your FI or bank controls how far back you can download. Most only go back 90 days. The rest you will have to enter manually. You might get a greater range of transactions if you go to your financial institution's website and download a different range of dates in a Web Connect .QFX file. If you manually enter older transactions, be sure to adjust the opening balance to account for them as you enter them.
See this FAQ
https://community.quicken.com/discussion/7160091/faq-download-old-transactions
I'm staying on Quicken 2013 Premier for Windows.
1 -
BK and Volvogirl - Thanks for your help!!1
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