Cost basis not downloaded

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Unknown
Unknown Member
edited November 2018 in Investing (Windows)
I just installed Quicken Rental Manager. Quciken does not download the Cost basis or purchase dates for investments which are few months old. The only cost basis is for trades done in last one month.
How can I download all the previous trades information?

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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited November 2018
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    Financial institutions vary on the on the number of months of transactions they keep for downloading, but one month sounds short. What FI are you downloading from?
    QWin Premier subscription
  • Unknown
    Unknown Member
    edited January 2017
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    Got it. I thought, if I can see the information in FI webpage, I can download the same. Looks like what it downloads is different.
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    edited October 2018
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    For a download initiated from within Q, a 30-90 days backward limit is customary.  The range is set by the financial institution, NOT by Q.

    Sometimes, you can download older transactions if you initiate the download directly from the bank/card/brokerage/etc's website and then import it using FILE, File Import, Web Connect (QFX) file ...

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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