How to get Quicken to download ALL transactions?

sroberts209
sroberts209 Quicken Mac Other Member
edited August 2022 in Download, Add/Update Accounts (Mac)
Hello! I just connected a new Charles Schwab checking account to Quicken. So far so good! But it downloaded only the past three month of transactions. I need the transactions going back two years. How to do a make this happen? Thanks!
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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    It's your Financial Institution (Schwab) that determines how far back  a  download, initiated by Quicken, can go  ... but  90 days is  pretty standard.
    See if there's an ability  to download  on the Schwab site, and review this: https://community.quicken.com/discussion/7160091/faq-download-old-transactions

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    The amount of history Quicken downloads is determined by each financial institution. The most common amount of time is the past 90 days. Quicken can't download more if that's all the financial institution is offering for download.

    In some cases, financial institutions also provide a way to download a file of transactions to your computer, which you can then import into Quicken. If they have a QFX or Quicken download format, then try that; this often allows a longer time interval for transactions. 
    Quicken Mac Subscription • Quicken user since 1993
  • sroberts209
    sroberts209 Quicken Mac Other Member
    Yes... that makes sense. Thanks so much!
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