can Bank of America download prior year bank transactions (edit)

birdsong10us
birdsong10us Quicken Windows Subscription Member
edited October 2023 in Registers & Transactions (Windows)

Hoping to utilize Home and Business version. Need to prepare reports for taxes and need to know before I make the purchase if this is possible.

Answers

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited September 2023

    Quicken can only download what your bank makes avail -

    One Step Update - usually is just 90 days from most banks.
    HOWEVER - if your bank offers a manual download AND also offers to download in Quicken QFX format -
    you might be able to go back a year or more…. totally up to the bank as what it provides -

    What bank - ?

    also… just a clarification…. you don't download a "statement" but rather a time period of "transactions"

  • birdsong10us
    birdsong10us Quicken Windows Subscription Member

    Thank you for that answer. Bank of America

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭

    I don't use BOA - and there are several entries - so not sure which one folks are using -
    Here is one - and it DOES NOT support the manual downloading - called - "WEB-CONNECT"

    26757 26757 05358 Bank of America - Quicken
    http://www.bankofamerica.com/ 1-800-933-6262
    https://secure.bankofamerica.com/login/sign-in/signOnV2Screen.go ACTIVE
    BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT

    this other entry DOES support manual downloading -

    06526 06526 05358 Bank of America-All Other States
    https://www.bankofamerica.com/ 1-800-792-0808
    https://secure.bankofamerica.com/login/sign-in/signOnV2Screen.go ACTIVE
    BANKING,CREDIT&WEB-CONNECT
    BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT

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