How do I get 12 months of banking info

Roylic
Roylic Member
Why am I only getting December 2021 info, when I need the entire 2021 financial info from my connected banks?

Answers

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    That's a question for your banks. Quicken downloads only what financial institutions provide for download. In most cases, this is the past 90 days. Quicken has no limitation, but many financial institutions do.

    The alternative which may be available, depending on your financial institution, is logging into the bank's website and seeing if they have a transaction download in QFX format. If so, download this to your computer, then import it into Quicken. 
    Quicken Mac Subscription • Quicken user since 1993
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭
    edited March 22
    (Deleted comment...redundant.)
    (QW Premier Subscription: R39.23 on Windows 10)
  • TTSguy
    TTSguy Member ✭✭✭✭
    In Colorado I use Premier Member CU. I use plain old web connect, and can get transactions going back 2 years.
    Quicken Windows Deluxe Subscription R39.23
     Only function used is register function and reports. NO, other Quicken functions or Sync being used.  ;)
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    TTSguy said:
    In Colorado I use Premier Member CU. I use plain old web connect, and can get transactions going back 2 years.

    @TTSguy  "Web connect" is Quicken's name for what I suggested above: downloading a QFX file from your financial institution to your computer, and then importing that file into Quicken. Many banks and credit card companies allow 12 months of transactions, some even more.

    That's different than Quicken Connect/Express Web Connect, where data is being pulled by Quicken into a server which then downloads directly into your Quicken database; with that method, it's more typically to have financial institutions limit transactions to 90 days, although some do allow more.
    Quicken Mac Subscription • Quicken user since 1993
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