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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.
Since you hare having issues with all of your PNC accounts, you should backup your data file and then deactivate all of them. Then set the accounts up for downloading using the most appropriate Add Account setup link(s) as shown below.: PNC Bank - Web Connect is primarily for use with the Web Connect (WC) download process. This is where you log ...
I have had to reset online banking with PNC almost weekly now. I don't get error, but new transactions don't download. I check my latest online balance using my smartphone app to verifiy this. I have to deactivate my accounts, then sign back up for online services. This will work for a week or two then I have to repeat the process. It gets tedious.
In the search box, enter “PNC” and select “PNC Bank – Direct Connect” Add credentials when prompted (social security number and a PIN that the PNC Bank provided when initially online access was established). For example, I had to locate this PIN from my records which was issued in 2013. The system will prompt you to change the PIN.
A month or so ago, Quicken (Premier Classic version 58.8) stopped getting updated transactions from my PNC bank investment account. I have both a checking account and brokerage at PNC. The checking account works fine, but not the brokerage. I have tried adding a new account as PNC suggested using their PNC Investments - new site.
It appears that I didn't do a Quicken update for a few months this past winter (life happens!)....so my Quicken file is missing 2 months PNC data from fall 2021. I just got off the phone with PNC Online Support and they confirmed that they do NOT provide the necessary .QFX files for data older than 90 days.
PNC Card Services Online: This is the EWC+ connection financial institution that needs to be used with credit cards. These are the PNC financial institutions that most people want/need. There are others for Investments, Loans/Mortgages and Businesses. Type in "PNC" in the Add Account search field to see them all.
@cbinder4. Try these steps to get the EWC+ connection to work. Make a backup of your data file. Deactivate all of your accounts with PNC by going to the Online Services tab in Account Details and clicking on "Deactivate".
Nope, an entire workday later--hours on tech support with Quicken and PNC, researching online, studying excel add-ins, etc. and I'm nowhere closer to being set-up. PNC has QFX for only 90-days, anything older is CSV or PDF, and Intuit/Quicken doesn't don't offer conversion. Seriously?! I'm giving this a couple of more hours tomorrow.
Updating a PNC Bank account from within Quicken is done by Express Web Connect+ (or Direct Connect), not Webconnect. Web Connect is the process of manually downloading from the financial institution's website and then manually importing into Quicken.