Time Saving IDEA - Quicken should automatically download Statements, organize and store them
Every month, we need to take the time to go log into each Financial Institution to download and save copies if the monthly statements for permanent records.
It would be great if Quicken could do this for us. It would "Quicken" our workload.
It would be great if Quicken could do this for us. It would "Quicken" our workload.
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(Canadian Q user since '92, STILL using QM2007)
Correct me if I'm wrong but the Manage Bills & Income Reminder feature under the Bills tab is all about setting up recurring transactions, expenses and transfers between accounts that occur on a recurring basis. Examples are monthly utility, cable, TV, etc bills as well as yearly expenses such as auto insurance, etc.
I believe what the author is asking is the ability to download the monthly financial PDF statement that the banks issue via eServices. In my case, my TD WebBroker keeps account information for the past 7 years. Following is help info on the matter provided by TD WebBroker.
Q:
After I register for eServices, when will I receive statements, trade confirmations and/or tax documents?
A:
Statements are issued monthly and are immediately available online in Adobe PDF format. Online statements are available for up to 7 years.
Trade confirmations are available online in Adobe PDF format the day after a trade(s) is executed. Online confirmations are available for up to 7 years.
Tax documents (beginning with the 2006 tax year) are issued annually (from late January through March) and are immediately available online in Adobe PDF format. Online tax documents are available for up to 7 years*.