Is it possible to get a qfx file download that covers an entire year? I need to update some financial software and only 3 months seem to be available.


@ARLAME, Thanks for reaching out about QFX. It depends what kind of account you are trying to download. 

You can download the transaction history for the following types of accounts:

  • Checking and savings accounts: previous 45 days
  • CDs set up as a savings account: entire history from when the account was opened
  • Bank IRAs set up as a savings account: entire history or from 1985
  • Credit cards: previous 90 days
  • Home equity line of credit: entire history
    Note: Home equity lines of credit should be set up as a credit card account on Windows, and a line of credit on Mac.
  • Investment accounts: previous 90 days

If you are looking for something else, please call our website customer support team at 877-632-3002. Hope this helps!   ~Tom