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quicken missed downloading some transactions, manual download messes up account

quickuser98

I have a credit card account. I noticed some transactions were missing so I downloaded a range of transactions equal to the missing ones from the bank. After I use the file import from the qfx file, it no longer will even try to download from that account. I went to account details / online services and it says automatic entry is on. But it still not showing up in the update list, so it doesn't update. I had to restore from a backup to get it back. What could be the problem here?

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Accepted answers

Frankx

Hi again @quickenuser98,

Unless you provided your datafile to Quicken Support, there is no way they could have "corrected" your file and even if they had "worked on" your file they would have had to send it back to you. Much more likely, the original download feed from the bank was flawed, and it was corrected overnight.

Glad to hear you are back, up and running.

Frankx

All comments

Frankx

Hi @quickuser98

First, I want to make sure you understand the "automatic entry is on" feature. That doesn't cause a download to take place from your credit card provider - what that option does (when it is On) is to enter any downloaded transactions into the account register. It does not control the downloading of your transactions from the credit card provider into Quicken.

Now, regarding the automatic downloading feature and what happens when you import a qfx file. My experience is that when you manually download a qfx file in an account, it can cause the automatic downloading function of one step update to stop working. It seems like Quicken assumes that you are going to use the "manual download" route going forward, and therefore stops the automatic downloads. And that's why - when you restored the backup - the file reverted to the behavior you were used to.

Frankx

quickuser98

Yes, I understand. After downloading the missing transactions, it did take the account out of the 1 step list. I couldn't find a way to put it back, so I did the backup restore (had done the backup immediately before trying the import).

Strangely, today, the missing transactions showed up and the cc account and all the missing transactions have a green ball next to them in the leftmost column. I've never seen that before.

Could it be that quicken support somehow corrected them since I had sent in a support request also. When I hover over the green balls in the account register it says downloaded in last update with todays date.

Frankx

animaltracks

Have similar issues since July at least. Tried contacting support twice. First time they asked me to inactiviate online services for all accounts and reconnect. Might have improved the connectivity but it's not helping me figure out why my accounts went from balanced to not balanced. Right now their just saying it's a know issue but 5 months is a long time for a 'known issue' with no ETA or solution. If any one has a work around I'd be much appreciated.

Frankx

Hi @animaltracks,

It is very possible that during the process of deactivating and reactivating your accounts, Quicken may have changed the "opening balance" in one or more of those connected accounts that you reactivated. To try and determine whether that is the problem, go to the first entry in each account register to see if the opening balance is correct. Let me know how that goes and/or if you have any followups.

Frankx