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How to download previous 2021 year transactions

Azalea House
Azalea House Member ✭
edited May 2022 in Download, Add/Update Accounts (Mac)
New to Quicken. Downloaded transactions for 2022 but can't get 2021 transactions. Help?

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    edited April 2022
    A download, initiated from within Q typically only goes back 30-90 days.  You'll need to visit the website for each financial institution and see if they permit downloading from there into Q.  Some do, others don't.
    And for those that do permit such downloads, not all allow you to select the timeframe of such.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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