New Bank Transactions

bdlsjmo

Thinking about purchasing Quicken. When I link my bank accounts would I be able to download all of 2022?

Boatnmaniac

Each bank determines how much data they will download during the initial account setup and in successive account updates.  Most banks will download from 2-3 months of data but some will download 6 months or more while some will 1 month or less.

Each bank also determines which connection method(s) they will support.  There is one method called Web Connect which allows a person to manually download in QFX format (also commonly referred to by banks as Quicken or Web Connect formats) from the online account into Quicken.  If your bank offers Web Connect then you should be able to download data for as far back as they permit for online downloads.  Most banks allow downloads from the online accounts going back 2 or more years.

You should also know that while many banks support Quicken not all banks do.  If you will reply here with your bank's full name and bank website address I can perhaps let you know if they do support Quicken and with which connection method(s).

Jim_Harman

It depends on the bank. Some banks provide past transactions for a year or more; others limit the download to 90 days.

Note that Quicken offers a 30 day money back guarantee, so if you don't like it you can get your money back.

Boatnmaniac

Each bank determines how much data they will download during the initial account setup and in successive account updates.  Most banks will download from 2-3 months of data but some will download 6 months or more while some will 1 month or less.

Each bank also determines which connection method(s) they will support.  There is one method called Web Connect which allows a person to manually download in QFX format (also commonly referred to by banks as Quicken or Web Connect formats) from the online account into Quicken.  If your bank offers Web Connect then you should be able to download data for as far back as they permit for online downloads.  Most banks allow downloads from the online accounts going back 2 or more years.

You should also know that while many banks support Quicken not all banks do.  If you will reply here with your bank's full name and bank website address I can perhaps let you know if they do support Quicken and with which connection method(s).

splasher

Ask your financial institution, they should know, they might even tell you on their website.