What do I do if I am missing some transactions when downloading from my bank?
Still missing transactions?
1. Understanding how your bank creates your transactions.It's important to understand your bank provides updated information for Quicken once a day, at the very most. Transactions made today will not show up in Quicken until the next day. Also, some banks only allow downloads to Quicken at the time your statement is ready. That is, transactions that are after your last full statement, can not download into Quicken.To test this:
2. Check for Quicken product updates.Make sure you are on the latest release of Quicken.
3. Check your Quicken Preferences.Check your Quicken Preference to ensure the transactions are not being auto-accepted into the register if you're looking for them in the Online Center. Edit > Preferences > Downloaded Transactions.4. Check your register Sort Order and filtering.Check your Sort Order in your account. If the Sort Order was set to something other than by Date, it's possible the transactions were there but not where you thought they should be. Resetting to the default sort of Date should make it easier to see those transactions.Make sure you're not filtering your account register, to ensure you're not missing the transactions simply because they fall outside the filter settings selected. Click the Reset button at the top of the register.5. Verify transaction namesConfirm the transactions haven't been renamed unexpectedly. Adding the Downloaded Payee column to the register allows you to search by Payee in order to determine if there was a problem with Renaming/Auto-Categorization.6. Check your Account ListLook for Hidden or new/unexpected account registers, to see if the transactions were added to a register other than the one you're looking for them in - Account List (Ctrl + A) and Show Hidden Accounts.7. Reset your account Starting Date for downloaded transactions.
8. Reset or deactivate and then reactivate your account.This should never be done as a first measure and, when repeated, could result in complications with your online services.
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