2021 Missing Transactions - MAC version

DebPEI
DebPEI Quicken Mac Other Member
I am trying to download transactions from 2021. My bank allows me to access transactions from the past 18 months. When I try downloading 12 months of transactions, the .qfx file is 78 KB and when I try to download one month, the .qfx file is 4 KB so I believe all the transactions are in each file; however, when I try to download, it just says "preparing to import" and then 0 files are actually imported. In the account status, it says "O new files imported". I have tried creating a new file and the same thing happens. I do have months Jan-March (which I downloaded previously) and Oct-Jan 2022 (which I downloaded recently) but can't seem to get the data from April-Sept even when I download that data month by month.

Also when I go to my account settings and set it to "download all available transactions" under Transaction Downloads, it keeps reverting to "download transactions starting".

Can anyone help?

Thanks.

Answers

  • jwilson1050
    jwilson1050 Quicken Mac Subscription Member
    I am having the same issue missing over 8 months of transactions. Could you describe the workaround?
  • DebPEI
    DebPEI Quicken Mac Other Member
    Thanks. I saw this in another post and tried it but it doesn't seem to work for me. I think it may be related to the Account Settings. Under "Transaction Downloads" (Account Settings/Downloads/Transaction Downloads), it keeps defaulting to "Download Transactions Starting" which starts on the day after my first download. I can't make it stay on "Download all available transactions" or change the date without it defaulting back. Any tips?
  • DebPEI
    DebPEI Quicken Mac Other Member
    PS I really appreciate this help. I spent the whole day yesterday trying to fix this and it's driving me crazy.
  • DebPEI
    DebPEI Quicken Mac Other Member
    PPS It seems to be working for one of my missing accounts if I create a new account and download the data one month at a time and then disconnect that account and transfer the transactions to the original account. For some reason, it doesn't work if I download more than one month at a time into the new account. It works whether I do this in the original file or create a new file for the new account (as long as I disconnect the old account).
  • DebPEI
    DebPEI Quicken Mac Other Member
    OMG! What a simple and elegant solution and it works PERFECTLY. Thank you so much!!
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