Bank of America - Quicken only downloads 3 months

JKennedyMD

How do I get Quicken to download more than 3 months of transactions from Bank of America? I need the holes from throughout 2025 downloaded. It would seem to me that they could download 18 months of data, not just 3 months.

BK

This depends on how much data the Financial Institution (FI) makes available for the download purpose. Most FIs typically limit this to 1-3 months worth of data, unfortunately. And each FI is different.

In your situation wanting more data, the usual approach would be to manually download the QFX file from the FI and then manually import it to Quicken - which works like a charm in most situations. Unfortunately again, BofA discontinued the availability of the QFX formatted file a few months ago. They only have an Excel CSV format, one month at a time. To be clear, this is all BofA's doing, not Quicken.

This means you have to download about 12 CSV files from BofA (since you wrote 2025 data), then manually edit and change the format of each file to the format that Quicken recognizes and then import them into Quicken. It is a doable task but time consuming.