How to download transactions that are older than 90 days - Chase & Discover CC ?

Doc B
Doc B Quicken Windows Subscription Member
edited July 2022 in New to Quicken/Getting Started (Windows)
I was able to sync download with my credit card and bank account but only the last 90-days of transactions. When I tried to download the earlier transactions to then upload, they saved as OFX files. Quicken could only read/recognize QFX files.

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Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    How to download older transactions (Q Windows only)

    Depending on how much data the banks offer, you may be able to download older transactions from most banks. Here's more about how to do it:
    https://www.quicken.com/support/missing-some-transactions-when-downloading-bank
    and
    https://community.quicken.com/discussion/7160091/faq-download-old-transactions


  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited May 2022
    Doc B said: I was able to sync download with my credit card and bank account but only the last 90-days of transactions.
    which CC and bank - if the same -
  • Doc B
    Doc B Quicken Windows Subscription Member
    I have two bank accounts with Chase and one CC with Discover that I have added (I'm just setting up my Quicken). In all three cases, I was able to simply click and transfer in the last ninety days. I wanted to get back to the first of the year... that has proven much more difficult. Both the bank account and the credit card allow me to download the older transactions and then presumably to add them in; however, I think the problem is the file extension (OFX vs QFX) because Quicken will not allow me to upload an OFX file. Thanks in advance for any advice!
  • Doc B
    Doc B Quicken Windows Subscription Member
    I followed one of the links provided by UKR above and found out that the Quicken Starter Pack cannot import or export QFX files. It appears that I will need to upgrade if I want to do so. Thanks for the help!
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    The file exported needs to be a Web Connect/QFX file, and the import selection you want on Quicken is:
    File -File Import -> Web Connect (.QFX) File...

    It should be available in the Starter edition.  What isn't available is the .QXF import which is different.  It is an import from a Quicken Mac data file.
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  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited May 2022
    Doc B said: I have two bank accounts with Chase and one CC with Discover
    [EDIT] - updated topic title to better reflect actual banks involved -
    The Chase download should create a QFX file -
    10898    10898    10898    Chase    https://www.chase.com/    1-877-242-7372
    https://secure01c.chase.com    ACTIVE
    BANKING,CREDIT,ACCOUNTINFO,PAYMENT&DIRECT
    BANKING,CREDIT&WEB-CONNECT
    BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT
    I don't have Discover -
    but the Quicken config info is NOT showing the ability to manually download transactions with - Web-Connect -
    07101    07101    07101    Discover Card   
    https://www.discovercard.com/cardmembersvcs/loginlogout/app/ac_main    1-877-742-7822   
    https://www.discovercard.com/cardmembersvcs/registration/reg/goto?forwardName=reghome    ACTIVE
    BANKING,CREDIT,ACCOUNTINFO&DIRECT             
    CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT  
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