Can Quicken download my previous banking/credit information from this year?
Tuesday, November 2nd, 2010
at
7:36 am
Willow asked:
I just bought Quicken Deluxe 2009 (This is my first personal finance software purchase – I have NO idea what I’m doing). I love that the program can show spending per category, and income information, but I noticed that after linking to my online banking it only includes information for the past month. Is there a way to get the rest of my history on there short of entering it by hand? Should I have waited to install it until Jan 1st?
I just bought Quicken Deluxe 2009 (This is my first personal finance software purchase – I have NO idea what I’m doing). I love that the program can show spending per category, and income information, but I noticed that after linking to my online banking it only includes information for the past month. Is there a way to get the rest of my history on there short of entering it by hand? Should I have waited to install it until Jan 1st?
Tagged with: Personal Finance Software • Software Purchase
Filed under: Online Banking
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The Online Banking services I have used with various banks (Chase, Bank of America, MBNA, American Express,…) by default only download the previous statement’s transactions, or about one month’s worth of transactions.
You may have to specify a longer period in Online Banking when downloading or choose an earlier period and download for that period and each earlier period. It’s less an issue of Quicken functionality and has more to do with how far back Online Banking goes for your bank. Try contacting them or checking the help in Online Banking. Chances are they go back no more than a year and possibly as little as 90 days in available online data.
Good luck!