My brokerage firm goes back to 2003 - so how would I handle this? Is there a way to specify the date to update (i.e. February 2005, March 2005)
- posted
16 years ago
AHA!!
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- posted
16 years ago
Hi, Terri.
I'm glad you found that, but you really need to continue the prior thread, rather than start a new one, so that any reader has some context for the discussion. ;^}
RC
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- posted
16 years ago
I would call your brokerage firms online support number and find out how far back do they pass data in the downloads. Quicken should detect the last download and be okay but if they only save data for 90 days then you will only get a snapshot of your current holdings.
Why not create a new account and see what happens?
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- posted
16 years ago
As R.C. White recommended, this post would be better if it was in the original thread.
To answer your question: If you do a direct connection download (Quicken connects to the FI) then there's no way to specify date ranges for downloading. If you do a web connection (you connect to your FI via your browser) then there MAY be a way to specify date ranges, but it depends on the FI itself.
Tom Young