What if I want to specify the date range when I download transactions from my financial institution?

Product Version
Windows Subscription
138 people found this helpful

The steps to specify the date range vary based on which download method your financial institution offers, Express Web Connect, Direct Connect, or Web Connect.

If your financial institution offers Express Web Connect or Direct Connect download, you cannot specify a date range to download. 

If your financial institution offers Web Connect download, you can specify the date range to download on your financial institution's website. If you need assistance selecting the date range to download, contact your financial institution.

Help us improve our support center

Still can't find what you're looking for? Try these:

Contact Support

Free expert help from our Quicken
Customer Support team.

Talk to Support
Community

Get help from expert users — the best
place for your tough questions.

Ask Our Community
Premium Support

Get priority access to our expert Quicken agents.
Skip the line and enjoy shorter wait times.

Learn More
Contact Support
Find what you need right now. Or talk to our support team for expert help.
Chat with us Wait time: Estimating...
Call us (650) 250-1900 Wait time: Estimating...
Ask the community