Changed bank password; missing month of transactions

winterkitty

I updated my password at my bank. I'm missing a month's worth of transactions. I deactivated and reactivated the account. Added the new password. Looks like it is pulling transactions now. But the month of transactions between password change and now are not loaded to quicken.

Quicken Jasmine

Hello @winterkitty, 

Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this issue with missing transactions. 

Before I can further assist you, I require some more information. Which financial institution are you experiencing this issue with? What is the connection method with said financial institution? You can see the connection method by navigating to Tools > Account list. 

I am looking forward to hearing your response!

winterkitty

PNC Bank - Express Web Connect. Thanks!

Quicken Jasmine

Hello @winterkitty, 

Thank you for providing more information. 

I suggest creating a test file and adding the PNC Bank account(s) to see if it produces the same issue with missing transactions. It is recommended to save a backup before proceeding with troubleshooting steps in the event that you would like to return to your original starting position. Below are instructions on how to create a test file:

1. Choose File menu > New Quicken File.

1. Select New Quicken File.

1. Click OK.
2. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to tell it apart from your main file. 

Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.

1. Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the Create Account prompt. 

1. Select to not use Mobile.
2. Click Add Account to start adding accounts to the new file.

After adding accounts, see if you are experiencing the same problems in this test file. 

Please let me know how this goes, I look forward to hearing your response. 

UKR

When activating your bank account in Quicken, did you LINK the account found at the bank to your existing account register or did you allow Quicken to create a new account register, in parallel to your already existing register? For example, do you now have a register named something like "PNC Checking" and another one, named "PNC Checking 2"?

winterkitty

Jasmine - This did work, pulling in the missing August transactions. Can I now do an export and add these to the regular file? Looks like this only pulls a few months.

winterkitty

> @UKR said:
> When activating your bank account in Quicken, did you LINK the account found at the bank to your existing account register or did you allow Quicken to create a new account register, in parallel to your already existing register? For example, do you now have a register named something like "PNC Checking" and another one, named "PNC Checking 2"?

I did try this approach... but the drop down options to link the accounts wouldn't work. Like the little menus wouldn't open. I so I had to redo all 4 accounts manually. Thanks for checking though.

Quicken Jasmine

Hello @winterkitty, 

I am glad to hear that the transactions downloaded in the test file. 

If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts and see if this will help the missing transactions to download. Please, follow the instructions below in order to do so. It is recommended to save a backup before proceeding (just in case). 

1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
5. When finished, close the Account List
6. Close, then re-open Quicken
7. Navigate to Tools > Add Account 
8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

Let me know how it goes!

winterkitty

Hi Jasmine - this seemed to go ok, but it didn't pull in the August transactions.