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Need to download entire year 2021 transaction?

Greg from Kansas

Auto download only downloads from september to current transactions. need to download transactions from January 1 2021 for tax purposes.

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Sherlock

If you haven't already, you may want to review: FAQ: Download Old Transactions

Greg from Kansas

Thank you. I’ll give it a shot.

Ps56k2

you're right [deleted]

Greg from Kansas

Ps56k2. New user. And I’m not asking for magic. I think that’s a pretty rude comment if your on this forum to help other users. Unbelievable. Shame.

Ps56k2

Greg from Kansas said: Quicken only downloads from september to current transactions. need to download transactions from January 1, 2021 for tax purposes.

Quicken can only download what the bank makes avail - so 90 days is normal - anything beyond that is totally up to each bank. Sometimes you can look at their online website menus and look for Account DOWNLOAD and Quicken QFX Format with some defined date range. If you let us know what bank, we can look to see what their download features suggest....