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

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Windows Subscription
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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.

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