Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

How can I retrieve/download bank data back to 1/1/2018?

I'm adding two accounts for a non-profit I manage. One is Bell Bank and the other is American State Bank, both in ND. I need to go back to 1/1/18 but only got the most recent transactions.

Best Answer


  • Snowman
    Snowman Member ✭✭✭✭
    Typically banks will not download more than 3 to 6 months.  Some do more, some do less.  The only way to go back further than that is to get you statements and enter all of the transactions manually.
  • gimi
    gimi Member ✭✭
    Thank you!! I got lucky - both banks support QFX downloads and allowed the entire account to transfer that way.
This discussion has been closed.