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

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

Web Connect allows you to you log in to your financial institution's website to download transactions. Direct Connect allows you to download transactions directly within Quicken.

If your financial institution offers Direct Connect download, you can not specify a date range to download. You'll receive all transactions available from your financial institution that you haven't previously downloaded.

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.