Download of more than 90 days

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jdannay

06 Jul, 2015 08:29 PM

I have many Fidelity accounts. When I set up download from Fidelity for any of my accounts, I only get the last 90 days of transactions. I called Fidelity and they said that downloading more that 90 days would have to be initiated through the financial software program (Moneydance).

How do I do this?

  1. 1 Posted by Ian L on 08 Jul, 2015 07:13 PM

    Ian L's Avatar

    Unfortunately, Fidelity only offers 90 days worth of transaction information through direct connect, which is the type of connection Moneydance uses to download transactions. To get your older transactions, you'll need to log into the Fidelity website and download OFX or QFX files with the transactions. You can then import those files into Moneydance.

    Hope that helps. Please let me know if I can be of further assistance, and thanks for using Moneydance.

    Ian
    Infinite Kind Support

  2. Ian L closed this discussion on 08 Jul, 2015 07:13 PM.

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