Download Historical Bank Transactions

Posted by gd on January 20, 2008, 2:51 pm

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I have returned to using Quicken (2008 in this case) after a hiatus of
several years. When I download my banking transactions I only get two
months worth (December and January). I seem to remember being able to
download historical transactions via QIF files (which I realize are no
longer supported). Is there an automated way for me to download the other
months data in 2008? Thanks.

Posted by Han on January 20, 2008, 3:32 pm

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> I have returned to using Quicken (2008 in this case) after a hiatus of

> several years. When I download my banking transactions I only get two

> months worth (December and January). I seem to remember being able to

> download historical transactions via QIF files (which I realize are no

> longer supported). Is there an automated way for me to download the

> other months data in 2008? Thanks.

That might also depend on what your bank supplies. I'd give them a call.

--
Best regards
Han
email address is invalid

Posted by gd on January 20, 2008, 9:10 pm

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Thanks for the reply... they supply all of 2007. When I use the download
function it doesn't go back beyond December 2007.

>> I have returned to using Quicken (2008 in this case) after a hiatus of

>> several years. When I download my banking transactions I only get two

>> months worth (December and January). I seem to remember being able to

>> download historical transactions via QIF files (which I realize are no

>> longer supported). Is there an automated way for me to download the

>> other months data in 2008? Thanks.

> That might also depend on what your bank supplies. I'd give them a call.

> --

> Best regards

> Han

> email address is invalid

Posted by John Pollard on January 21, 2008, 9:52 am

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gd wrote:

> Thanks for the reply... they supply all of 2007. When I use

> the

> download function it doesn't go back beyond December 2007.

You might be getting tripped up on terminology here.

The amount of historical data that financial institutions
"supply" can, and often does, differ depending on where you
look.

Transactions may be viewed at the fi's web site, but that
doesn't mean all those transactions are available for
downloading.

Transactions may be able to be downloaded using Web Connect, and
they may be able to be downloaded using Direct Connect. There
is no requirement that either of those download methods offer
the same date range of transactions ... many fi's offer more
transactions for download via Web Connect than they do via
Direct Connect.

I don't know of any fi that offers more transactions for
download via Direct Connect than via Direct Connect.

So your best bet is to determine if your fi offers Web Connect
downloads. If they do, they "may" offer the ability to select a
range of dates to determine which transactions to download via
Web Connect. To take advantage of this option, you would logon
to the fi's web site and initiate a download from there (Web
Connect) - check their web site for a Download to Quicken
button.

There is no way to alter the date range of downloaded
transactions for any download method other than plain vanilla
Web Connect.

--
John Pollard
First initial underscore Last name at mchsi dot com
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Posted by gd on January 21, 2008, 7:02 pm

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Thanks very much John!

> gd wrote:

>> Thanks for the reply... they supply all of 2007. When I use the

>> download function it doesn't go back beyond December 2007.

> You might be getting tripped up on terminology here.

> The amount of historical data that financial institutions "supply" can,

> and often does, differ depending on where you look.

> Transactions may be viewed at the fi's web site, but that doesn't mean all

> those transactions are available for downloading.

> Transactions may be able to be downloaded using Web Connect, and they may

> be able to be downloaded using Direct Connect. There is no requirement

> that either of those download methods offer the same date range of

> transactions ... many fi's offer more transactions for download via Web

> Connect than they do via Direct Connect.

> I don't know of any fi that offers more transactions for download via

> Direct Connect than via Direct Connect.

> So your best bet is to determine if your fi offers Web Connect downloads.

> If they do, they "may" offer the ability to select a range of dates to

> determine which transactions to download via Web Connect. To take

> advantage of this option, you would logon to the fi's web site and

> initiate a download from there (Web Connect) - check their web site for a

> Download to Quicken button.

> There is no way to alter the date range of downloaded transactions for any

> download method other than plain vanilla Web Connect.

> --

> John Pollard

> First initial underscore Last name at mchsi dot com

> Please reply to newsgroup