How to sync older bank transaction when first syncing with a bank account

Quicken Windows Subscription Member ✭✭
edited April 2023 in Download, Add/Update Accounts (Windows)
I am just starting quicken and when first syncing bank accounts it is only acquiring that past 30 days or so. How do I get the sync to go back as far as the bank has transactions, which in many cases, depending on the bank, can be literally years.

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Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭

    See this FAQ:

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • Quicken Windows Subscription Member ✭✭

    What if the account doesn't support downloading QFX files any longer?

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited March 2023

    @merowe If it supports CSV or QIF downloads, you could use ImportQIF (free program from QuicknPerlWiz) that will convert your downloaded file(s) into QIF files that Quicken can import (File menu).

    I use it and it does a great job.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • Quicken Windows Subscription Alumni ✭✭✭✭

    This Q&A discussion usually comes up every year - right before taxes are to be filed….

    Quicken can only download what the bank provides - no magic -
    The bank itself determines what and how transactions may be downloaded…. and the date range made avail.

This discussion has been closed.

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