I must manually clear a transaction before it will download

I see several transactions that are a few days old in Quicken. If I look at my bank account online, they have also cleared a few days ago.
When I update all (or just the account) in Quicken, they do not download.
If I manually mark them as "cleared" in Quicken, update again, THEN they download.

What could be the problem?

This only happens with one bank account. It is a Web Connect type account.

Answers

  • Quicken Francisco
    Quicken Francisco Alumni ✭✭✭✭
    edited January 16

    Hello @timjjws

    Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. That is quite odd I wonder if it's not properly detecting the imported transactions to match properly. One thing we can try is to deactivate and reimport the QFX file. I'll leave steps below on how to do so.

    First thing I'll recommend is to save a backup to revert back to just in case. You can find how to do so down below. 

    https://www.quicken.com/support/how-backup-or-restore-your-quicken-data

    Next we'll try deactivating all of the accounts. You can do so by following the article listed down below.

    https://www.quicken.com/support/deactivate-online-banking-services-quicken-account

    From here you'll want to import your QFX again and relink it to the existing account you're having trouble with.

    Once you've tried this see if you're still having issues. If you are let us know and we'll see what we can try next.

    Thanks,

    Quicken Francisco


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