Wescom Not downloading all transactions

VTron21
VTron21 Quicken Windows Subscription Member ✭✭✭
in Download, Add/Update Accounts (Windows)
It seems that whenever I have manually added a transaction to my check register in Quicken that transaction will not download from the bank to mark it as clear. I have to manually go to the banks site and download a QFX file to have those items downloaded.

This is going on since the last update I did to Quicken I am on R31.12 and this is with my checking account at Wescom Credit Union

Do we have a fix or anyone having similar issues.

Answers

  • Quicken Francisco
    Quicken Francisco Quicken Windows Subscription Alumni ✭✭✭✭

    Hello @VTron21

    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 that you'll miss only a couple of transactions. Generally when this happens we may just need to refresh the connection to Quicken. To do this we should just need to deactivate and reactivate the account to try. 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

    Once all the accounts are deactivated go ahead and follow the article here on reconnecting the accounts.

    https://www.quicken.com/support/reactivating-deactivated-account

     Once you've tried this see if you're getting all your transactions to download.  Let us know how it goes! 

    Thanks,

    Quicken Francisco


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  • Quicken Francisco
    Quicken Francisco Quicken Windows Subscription Alumni ✭✭✭✭
    @VTron21

    Thanks for the update. Is it any specific transactions that have difficulty downloading when you take a look? I'm wondering here if it might just be a specific payee or any specific date. If you are able to find any similarities between the transactions if you could let us know and we'll see what we can try next.

    Thanks,
    Quicken Francisco
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  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @VTron21

    Thank you for the response and the additional details.

    If this is a recurring situation, where at least one posted transaction is missing from multiple/subsequent downloads, and the missing transaction(s) cannot be found in the OFX Log and the account is connected using Express Web Connect this may be able to be escalated through Quicken Support.

    https://www.quicken.com/support#contact-support

    Please let us know how it goes!

    -Quicken Tyka

    ~~~***~~~
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