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

Doc B

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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Accepted answers

UKR

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

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UKR

How to download older transactions (Q Windows only)

Ps56k2

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

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

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

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.

Ps56k2

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