Banking transaction does not transfer into Quicken

Sberg Member ✭✭
I am new with this version of Quicken (I had rev9 before).
For some accounts, some banks transactions are not updated into Quicken.
There is no error message at all.
I did the check described in the page "I'm Missing Some Transactions or New Transactions Did Not Download From My Bank (Quicken for Windows)". No luck.

Is there a transaction log where to check the progress of the request?
Any cue about how to solve the problem?


  • Quicken Francisco
    Quicken Francisco Alumni ✭✭✭✭

    Hello @Sberg

    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. 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.

    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.


    Quicken Francisco

  • Sberg
    Sberg Member ✭✭
    Thanks. I think that part of the problem comes from the banking platform. I have reported them the issue. I will see.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    I doubt that you will get anywhere asking this question of the financial institution.  Given that you are using the Canadian version I suspect that you are talking about an account(s) setup with Express Web Connect.

    There are various reasons why such a setup might not download transactions and not give an error.  I really do suggest trying the troubleshooting methods that @Quicken Francisco suggested.  But for reference, in the past you would look in the connection and OFX logs for details of the downloading of transactions.  But recently they just added a new "player" to this which might be causing the problems and it reports its activity in the "Cloud Sync Log".  You can find them under Help -> Log Files.   Note the "Cloud Sync Log" has a lot in it and is hard to read.

    So really I recommend doing the troubleshooting that was recommended, and if that doesn't find/fix the problem contacting Quicken support.
    Contact Quicken Support
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website:
  • Sberg
    Sberg Member ✭✭
    Thanks Chris. The CSV file provided by the bank also miss the data line that appears on the bank's on-line transaction report. So the issue is possibly related to all export files the bank provides: QFX, CSV and OFX. That is why I am checking a bit this way first.
    I already started the @Quicken Francisco suggestion but on the idle mode for now.
This discussion has been closed.