is there a way to download all of 2021 from PNC bank instead of just last 90 days?

SJ Moving

New to Quicken so this would help greatly with entering info from 2021.

Frankx

Hi again @SJ Moving

For PNC you will be able to go back two years. You should login to the PNC website and go to "My Accounts" > "Account Activity".  Then, in the "Posted Transactions" section, change the "Last 90 days" button to "Custom Date Range " and change the "From" field to  "01/01/2021".  Then click "Export" and then click the "Quicken (.QFX)" button.

That will produce one file that you'll be able to import into your Quicken application.

Let me know if you have any followups.

Frankx

mshiggins

See this recent discussion on the same topic:

https://community.quicken.com/discussion/7907386/will-quicken-download-bank-acct-transactions-for-all-of-2021#latest

Frankx

Hi @SJ Moving,

The answer depends on your bank and what it makes available.

Generally, through Quicken you can download the last 90 days of transactions.  However some financial institutions make transactions available on their websites which can be downloaded into Quicken and those can relate to timeframes going back years.

Which financial institution(s) are involved?

Frankx

SJ Moving

PNC BAnk

Frankx

Hi again @SJ Moving

For PNC you will be able to go back two years. You should login to the PNC website and go to "My Accounts" > "Account Activity".  Then, in the "Posted Transactions" section, change the "Last 90 days" button to "Custom Date Range " and change the "From" field to  "01/01/2021".  Then click "Export" and then click the "Quicken (.QFX)" button.

That will produce one file that you'll be able to import into your Quicken application.

Let me know if you have any followups.

Frankx

SJ Moving

I got the file but having an issue importing into Quicken.

NotACPA

SJ Moving said:

I got the file but having an issue importing into Quicken.

WHY?  What happens?  Any error messages or codes?  What's the full name (including extension) of the file?  Where is the file located?

If you can't describe the issue, it's just about certain that we can't diagnose it.  Or help with it.

Frankx

EDIT - See Correction below:

Hi @SJ Moving,

To import it Go To: File > File Import" > select "Quicken Transfer Format" > then Browse for the file and then click "Continue".

Let me know how that goes.

Frankx

Chris_QPW

Frankx said:

Hi @SJ Moving,

To import it Go To: File > File Import" > select "Quicken Transfer Format" > then Browse for the file and then click "Continue".

Let me know how that goes.

Frankx

You selected the wrong one, maybe @SJ Moving made the same mistake?

The right one is:
File -> File Import -> Web Connect (.QFX) File...

"Quicken Transfer Format(.QXF) File... is for transferring of the whole data file (usually from Quicken Mac).

BTW One should be able to open the .QFX file in either their web browser or Windows File Explorer and it will be given to Quicken and Quicken will do the import without having to go through the menus.

Frankx

Hi @Chris_QPW,

You are correct - I transposed the F and X.  The corrected steps are as you noted above.

Thanks for picking that up!

Frankx 

SJ Moving

Thanks for the help. I did what you said and when I transfer it, it just goes back to my original data that I manually entered for 1 month of 2021. Nothing new from the entire year I downloaded gets imported.

Ps56k2

SJ Moving said: Thanks for the help.

Just to clarify the steps -

A - download from PNC a Quicken file with QFX file type (and your requested date range)
B - open Quicken
C - menu.... File -> File Import -> Web Connect (.QFX) File...