Bank Account: since 3/11 I'm missing downloads and category assignments are wrong

The last date I opened Quicken was 3/11/21 when finishing my taxes. I opened it today to reconcile my bank account and all transactions between 3/11 and 4/6 were not downloaded. Also, there are strange transactions listed in the same bank register, of supposed payments from my bank to payees in my credit card account. That isn't true. Something very strange is going on. Is it the recent Quicken update? How do I fix this?

Best Answer

Answers

  • Quicken Francisco
    Quicken Francisco Moderator mod

    Hello @cpgraettinger

    Thank you for reaching out on the community and telling us about your issue. I do apologize in the issue you're having. That is odd I'm wondering where exactly the issue is. What FI are we having difficulty with? 

     I believe in this case it might help trying to see on a test file if we have a similar issue. This will give us a better idea of where exactly the issue is. I'll leave steps down below and you can find it on the third step on the article.

     https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows

    Once you get the chance let us know what you're able to find out. From there we'll see what we're able to do next.

    Thanks,

    Quicken Francisco


  • cpgraettinger
    cpgraettinger Member ✭✭
    Hello Quicken Francisco! That was quick service, thank you.

    I followed the instructions in the troubleshooting file. After creating the test file and setting up the accounts, the downloads/updates all looked correct! The missing downloads were back, and the strange categories attributed to a payee from my credit card were gone. All as it should be.

    So what does that tell us?

    Caroline
  • Quicken Francisco
    Quicken Francisco Moderator mod
    Accepted Answer
    @cpgraettinger

    Thanks for the update. It sounds like we may need to reset the connection then on your main file. Since the test file is working correctly ideally this should fix the issues you're having. I'll leave steps down 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://help.quicken.com/pages/viewpage.action?pageId=3216277

    Once you've done this let us know if you're still having issues. If you are we'll see what we can try next to fix the issue.

    Thanks,
    Quicken Francisco

  • cpgraettinger
    cpgraettinger Member ✭✭
    Thank you, that fixed the missing transactions. Your help is very much appreciated!
  • Quicken Francisco
    Quicken Francisco Moderator mod
    @cpgraettinger

    Glad to hear it worked for you! If you do run into any other issues please let us know so we can take another look!

    Thanks,
    Quicken Francisco
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