download more than one month?

Permutations

I'm afraid this is controlled by the bank, not Quicken, but I have to ask…

I'm a full year behind in my bookkeeping, but Quicken will only download the last month of transactions, except for my checking accounts. Is there any way to get it to download more than this?

Boatnmaniac

How much data is downloaded is controlled by the financial institution. We cannot control that when we use Direct Connect, Express Web Connect or Express Web Connect+ connection methods.

Some financial institutions support the Web Connect connection method. This is where you log into your online account and manually download and import transactions in a QFX (or "Quicken" or "Web Connect") file. If your bank supports manual downloading/importing with Web Connect, then you can download transactions for as far back as they have transactions history that you can access there.

There is also another method that MIGHT work. If the financial institution supports manual downloading of transaction in QIF, OSF, Excel or CSV formatted files, you could try downloading and installing a freeware file conversion program called ImportQIF. This program can often convert these kinds of files into a QIF file that can then be imported into QWin. You can read up on it and download it from https://www.quicknperlwiz.com/ . It was written by and is maintained by a very active member of this Quicken Community. I have not used it myself but others have posted here that it works well.

Boatnmaniac

How much data is downloaded is controlled by the financial institution. We cannot control that when we use Direct Connect, Express Web Connect or Express Web Connect+ connection methods.

Some financial institutions support the Web Connect connection method. This is where you log into your online account and manually download and import transactions in a QFX (or "Quicken" or "Web Connect") file. If your bank supports manual downloading/importing with Web Connect, then you can download transactions for as far back as they have transactions history that you can access there.

There is also another method that MIGHT work. If the financial institution supports manual downloading of transaction in QIF, OSF, Excel or CSV formatted files, you could try downloading and installing a freeware file conversion program called ImportQIF. This program can often convert these kinds of files into a QIF file that can then be imported into QWin. You can read up on it and download it from https://www.quicknperlwiz.com/ . It was written by and is maintained by a very active member of this Quicken Community. I have not used it myself but others have posted here that it works well.

mshiggins

Please see the FAQ post on this topic:

https://community.quicken.com/discussion/7160091/faq-download-old-transactions

Permutations

Thank you for the info. I thought I could click "answers the question" on both posts, but it only let me click on one.