Can anyone help me figure out why my transactions are not downloading?

Russell BVD

I talked to customer support last week for about 2 hours and he couldn't help me fix the problem. He gave me a case # and said the Escalation Team would address it. I was out of town on business for three days and I have not heard back from customer support. They are closed today (arggg!) and everything I have tried does not help (deactivating accounts and adding them again, etc.).

Chris_QPW

You have given zero information that would allow people here to help you.  You need to give the details about what is failing, error codes, financial institution, ...

But personally, I would think that if you have contacted Quicken Support and they have already escalated the problem, that indicates a problem down that no one here is going to be able fix for you.  It would probably be best just to contact Quicken support when they are open again.

Frankx

Hi @Russell BVD

Can you provide some additional information that might help us to help you?

Are you getting any error codes when you try to download?  If not, please tell us exactly what you are seeing when you try to download?  Are all of your accounts affected?  If not all, is it limited to any particular financial institution(s) (which ones?), or download method (i.e. Direct Connect, Express Web Connect, Web Connect)?  Have you tried setting up a new Quicken datafile and then tried downloading there, if so what happened? Which version and release of Quicken and Windows are you running?

Any additional information will help us to potentially help you.

Thankx.

Frankx

rusjac

I am not getting any error codes, etc I just cannot get balances or my bank transactions from last year, except for the last 30 - 90 days. Any suggestions

Chris_QPW

rusjac@pacbell.net said:

I am not getting any error codes, etc I just cannot get balances or my bank transactions from last year, except for the last 30 - 90 days. Any suggestions

And Quicken support wanted to escalate this?
That is very strange.

It is normal not to get transactions older than about 90 days, how far back to automatically download is up to the financial institution, and 90 days is a very typical number.

To get older transactions you should look at this FAQ:
https://community.quicken.com/discussion/7160091/faq-download-old-transactions

NotACPA

rusjac@pacbell.net said:

I am not getting any error codes, etc I just cannot get balances or my bank transactions from last year, except for the last 30 - 90 days. Any suggestions

That's NOT an error condition.  Downloads originated from within Q almost never go back more than 30-90 days ... and that's a range that's set by your BANK/Card/etc ... not Quicken.

Sign into the pertinent website and see if you can initiate a download for the missing period from there.

Here's more info on the topic: https://community.quicken.com/discussion/7160091/faq-download-old-transactions#latest