TD Ameritrade incomplete download

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kashg
kashg Member ✭✭
edited September 2022 in Download, Add/Update Accounts (Windows)
I am downloading my transactions from TDA to my Investing/Roth IRA account. I usually do this at the beginning of a month for the prior month without problems. This time Quicken does not download all the transactions for the month of July. It picked up the July 28 to Aug 3 transactions but nothing for July 1-27. I tried resetting the Roth IRA account in Quicken, went to Edit/Preferences and signed in as a different user, but still no luck. Any suggestions on what I can do short of manually entering my trades and dividends for July 2022.
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Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
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    Quicken "remembers" previous downloads.  Once a download is completed we cannot go back and download transactions from earlier dates, again.  Resetting or Deactivating/Reactivating the account has no impact on this.
    Do you have a backup file from before your last One Step Update (from June)?  If so I suggest your restore that backup file (File > Restore a backup file) and then try running OSU, again, to see if the entire month of July will then download.

    Quicken Classic Premier (US) Subscription: R55.26 on Windows 11

  • kashg
    kashg Member ✭✭
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    Thank you. I will try that.
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