Bank of America - Quicken only downloads 3 months

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.

Correction; my reference to OFX in the previous msg is incorrect. It should have been "EWC+". And Intuit is Quicken's aggregator, not integrator. Sorry for the mix-up.

Well, it is mostly a moot point now, but did BofA send you a notice about changes in the One Step Update process or in the QFX downloads? For me, who has not used OSU for several years due to it often being a multi-step update to get it working again, the continued presence (after Dec 1, 2025) of the QFX download option on BofA's online presence and the subsequent failure of Quicken to import those freshly downloaded QFX files, starting around Dec 1st, leads one to believe, at first flush, that it is Quicken, not BofA, that changed operations first. As Chris_QPW later explained, it was Intuit's use of a newly-changed FIDIR.txt file which triggered the failure of Quicken to import a QFX file (after many years of success). None of this was communicated to the end user prior to failure. And the point that sticks is that the QFX error message displayed by Quicken Classic when the import no longer worked did not mention a new option needed, a work-around or any helpful suggestion; only that the FI was not valid and that we should "Try again later". That later never was to come to past, was it?

Thanks, BK, for more about the timeline of your switch to EWC+ and notice to you about discontinuance of Web Connect/QFX exports by the FI. Since Intuit was a significant player in the FDX development I would not be so bold as to say that Intuit was in the dark about the cessation of Web Connect services. Chris_QPW indicated that Intuit even tilted the playing field in its favor for handling of Web Connect services.

The timeline of your migration from Web Connect to EWC and then to EWC+ prompted me to look back at my previous communications with Quicken over the past few years. I did find the notice from Quicken in Oct of 2022 that BofA would no longer be supporting BillPayer transactions from me via Quicken. At that point I opted out of allowing BofA from sharing my BofA info with Quicken and started logging into BofA to set up Bill Payments and download (via BofA's QFX option) account activity. This opt-out may be the reason I did not receive further emails from Quicken about the life span of Web Connect.

From my perspective, all the big players (Quicken, Intuit and the FI's) are mostly concerned about their profit margins (isn't Intuit's owner on Forbes List of the richest persons?) and increasingly treat customers as cannon fodder for marketing personal info to others. (Have we forgotten the source of the greed of the Great Recession of 2008?)