How to Download Older Transactions (Q Mac)

System
System Member admin
This discussion was created from comments split from: tired of the issues.

Comments

  • Alissa
    Alissa Member
    Syncing 2021. Hi. I'm new. I just synced my account but it is only showing transactions from 2022. How do I sync the past years?
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @Alissa,

    Thank you for reaching out to the Community with your question.

    By default, automatic transaction downloads in Quicken only have the ability to download the last 30 to 90 days of transaction history (date range allotment is decided by the financial institution). If you wish to download further back than that, you will need to sign in to your Online Banking account at the financial institution's website and download a Web Connect .qfx file that you can then import into Quicken if your financial institution supports and offers this form of transaction downloads.

    Please, refer to this support article for more information and instructions on Web Connect .qfx.

    Additionally, being that you are a new user, I would like to inform you that you do have the option to schedule a one-on-one tour with our Quicken 1-2-3 team. 

    By doing so, one of our Quicken 1-2-3 team members will contact you via phone at your scheduled appointment time. This team has been specifically trained and put together to assist our new customers in getting familiarized with the program and learning how to utilize it to fit your needs, as well as answer any questions and/or address any concerns you may have.

    If this is something that would interest you, then please, click here to select a time slot and schedule your tour! Alternatively, you can also call them directly at your own convenience. The phone number can be found through that same link.

    I hope this helps!
    -Quicken Anja
  • Alissa
    Alissa Member
    thanks for this! this is super helpful. i scheduled a tour and i will check into the .qfx files. i know this is going to be a process. but this is a super helpful start. thank you!
  • Quicken Anja
    Quicken Anja Moderator mod
    You're welcome! Glad I could help. :)
    -Quicken Anja
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