is there a way to download all of 2021 from PNC bank instead of just last 90 days? (2024)

Answers

• mshiggins SuperUser ✭✭✭✭✭

  January 2022

  See this recent discussion on the same topic:

  https://community.quicken.com/discussion/7907386/will-quicken-download-bank-acct-transactions-for-all-of-2021#latest

  Quicken user since Q1999. Currently using QW2017.
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  See Also

  Quicken and PNC Direct Connect - also Bill PayPNC will no longer connect (QMAC)PNC bank connection yet again downDoes PNC support Direct Connect interface method with Quicken?

  2

• Frankx SuperUser ✭✭✭✭✭

  January 2022

  Hi @SJ Moving,

  The answer depends on your bank and what it makes available.

  Generally, through Quicken you can download the last 90 days of transactions. However some financial institutions make transactions available on their websites which can be downloaded into Quicken and those can relate to timeframes going back years.

  Which financial institution(s) are involved?

  Frankx

  Quicken Home, Business & Rental Property - Windows 10-Home Version

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  1

• SJ Moving Member

  January 2022

  PNC BAnk

• Frankx SuperUser ✭✭✭✭✭

  January 2022 edited January 2022 Answer ✓

  Hi again @SJ Moving

  For PNC you will be able to go back two years. You should login to the PNC website and go to "My Accounts" > "Account Activity". Then, in the "Posted Transactions" section, change the "Last 90 days" button to "Custom Date Range " and change the "From" field to "01/01/2021". Then click "Export" and then click the "Quicken (.QFX)" button.

  That will produce one file that you'll be able to import into your Quicken application.

  Let me know if you have any followups.

  Frankx

  Quicken Home, Business & Rental Property - Windows 10-Home Version

  - -- - Quicken User since 1984 - - -
  - If you find this reply helpful,please click "Helpful" (below), so others will know! Thankyou. -

• SJ Moving Member

  January 2022

  I got the file but having an issue importing into Quicken.

• NotACPA SuperUser ✭✭✭✭✭

  January 2022

  SJ Moving said:

  I got the file but having an issue importing into Quicken.

  WHY? What happens? Any error messages or codes? What's the full name (including extension) of the file? Where is the file located?
  

  If you can't describe the issue, it's just about certain that we can't diagnose it. Or help with it.
  

  Q user since February, 1990. DOS Version 4
  Now running Quicken Windows Subscription, Business & Personal
  Retired "Certified Information Systems Auditor" & Bank Audit VP

• Frankx SuperUser ✭✭✭✭✭

  January 2022 edited January 2022

  EDIT - See Correction below:

  Hi @SJ Moving,

  To import it Go To: File > File Import" > select "Quicken Transfer Format" > then Browse for the file and then click "Continue".

  Let me know how that goes.

  Frankx

  Quicken Home, Business & Rental Property - Windows 10-Home Version

  - -- - Quicken User since 1984 - - -
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• Chris_QPW Member ✭✭✭✭

  January 2022

  Frankx said:

  Hi @SJ Moving,

  To import it Go To: File > File Import" > select "Quicken Transfer Format" > then Browse for the file and then click "Continue".

  Let me know how that goes.

  Frankx

  You selected the wrong one, maybe @SJ Moving made the same mistake?

  The right one is:
  File -> File Import -> Web Connect (.QFX) File...

  "Quicken Transfer Format(.QXF) File... is for transferring of the whole data file (usually from Quicken Mac).

  BTW One should be able to open the .QFX file in either their web browser or Windows File Explorer and it will be given to Quicken and Quicken will do the import without having to go through the menus.

  Signature:
  This is my website:http://www.quicknperlwiz.com/

  -1

• Frankx SuperUser ✭✭✭✭✭

  January 2022

  Hi @Chris_QPW,

  You are correct - I transposed the F and X. The corrected steps are as you noted above.

  Thanks for picking that up!

  Frankx

  Quicken Home, Business & Rental Property - Windows 10-Home Version

  - -- - Quicken User since 1984 - - -
  - If you find this reply helpful,please click "Helpful" (below), so others will know! Thankyou. -

• SJ Moving Member

  February 2022

  Thanks for the help. I did what you said and when I transfer it, it just goes back to my original data that I manually entered for 1 month of 2021. Nothing new from the entire year I downloaded gets imported.

• Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭

  February 2022

  SJ Moving said: Thanks for the help.
  

  Just to clarify the steps -
  

  A - download from PNC a Quicken file with QFX file type (and your requested date range)
  B - open Quicken
  C - menu.... File -> File Import -> Web Connect (.QFX) File...