BofA Download - missing my daily Starbucks charges

Options
JohnGW9
JohnGW9 Member ✭✭
Still having an issue with downloads from BofA. I've narrowed it to purchases at Starbucks. I purchase a coffee each morning and it gets entered into the register at some point that day. When I download transactions the register is consistently off at reconcile. I save receipts so it's easy to ID the problem transactions. reviewing my BofA account I see transactions that are cleared but not picked up by Quicken. That is the only business that has this issue. I manually clear the missed transactions and everything balances. Gets to be a hassle, help me. THanks

Comments

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Options
    Usually, when I download credit card transactions, it takes one or two business days for a charge to appear in the download. Are you taking the same delay into consideration?
    Is your purchase always the same price? And are you automatically accepting downloaded transactions into your register? There is a chance that an auto-accepted transaction may get mis-matched to an existing transaction or may be considered as a duplicate download and get dropped.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    edited October 2022
    Options
    UKR said:
    There is a chance that an auto-accepted transaction may get mis-matched to an existing transaction or may be considered as a duplicate download and get dropped.
    If it is a mismatch, and the person is using auto-accepted transaction mode, they should look for the status "New Match".

    But my guess would be that there is something else going on, this isn't the first-time people have mentioned missing transactions since the changeover of Chase and Bank of America.
    Signature:
    This is my website: http://www.quicknperlwiz.com/
  • JohnGW9
    JohnGW9 Member ✭✭
    Options
    The Starbuck's charges are the only ones having any issues. I attribute it to a glitch in the updated connection; lost a bunch of utility.
  • JohnGW9
    JohnGW9 Member ✭✭
    Options
    This only happens with Starbucks. I don't use the auto accept and have now gotten in the habit of reviewing the register at the bank before reconciling. It's consistent and only these transactions are affected which makes me think the glitch is from the changeover. How does that get addressed?
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Options
    HI @JohnGW9

    Are these charges made with a credit card or a debit card? Are you having any other downloading issues with that financial institution?

    You say that you don't "auto accept" but there are two different settings where you can turn on "auto accept".  One is in the "global" settings (go to "Edit" > "Preferences" > "Downloaded transactions" > "After downloading transactions" (nothing should be checked in that section) -  and the other is in the "Account Details" > "Online Services"  > the "Online Setup" box of each downloaded account (where it should read "Automatic entry is: Off").  Check those and get back to me.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

This discussion has been closed.