Nancy Berger said:
Since July, Quicken s not downloading income transactions, most of which are Wells Fargo. Help!!
Are you automatically accepting downloaded
transactions into your registers?
If you are relying
on Quicken to "automagically" fill your account registers from
downloaded transactions, you may run into problems. Despite all efforts by the
Quicken programmers, the "Autopilot" (that's my name for the part of
the Quicken program which processes downloaded transactions and converts them
into new register transactions) is not infallible. For that process to work
100% of the time one would need a crystal ball because the information
downloaded from the banks often is just too terse and cryptic.
You should, at least
for a while, turn off the "automatically accept downloaded transactions
into registers" setting to gain better control over what actually is downloaded and
what Quicken should do with it.It's quite possible that Quicken mismatches a downloaded transaction to an older, previously downloaded and accepted register transaction instead of creating a new transaction.
Are these income transactions paychecks which require a complicated set of category splits for gross pay, deductions and retirement account transfers?In that case I recommend you record these income transactions into your registers using scheduled reminders with all the category splits, and that you do so a day or two before the deposit appears in your bank account. When you do the next download, this will make it possible for the Autopilot to match the downloaded transaction to the one you just entered and not make any other mistakes.