Why aren't recent transactions downloading from Discover?

I updated my Discover account to Express Web Connect. I get messages saying that one step update was successful, but the most recent transaction is the last one on my most recent statement (Dec. 19, 2022). Am I going to have to wait for my next statement before any more transactions download?

Comments

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @KB Steveo,

    Thank you for reaching out to the Quicken Community with this question. 

    Before I can further assist you, I require some more information. What occurs when you attempt a One Step Update or an individual account update for Discover? Do you receive any error codes or messages? Was your Discover account regularly downloading transactions before the last statement?

    I look forward to your response. 
    -Quicken Jasmine
  • KB Steveo
    KB Steveo Member
    I'm not getting any errors, Discover would regularly download any transaction that had posted.

    After Discover changed to the new connection method, it only downloads transactions from complete statements. Ex. My statement was available on Janury 19th. If I want to download transactions after that date, I need to wait until Feb. 19 for any more transactions to download.
  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @KB Steveo,

    Thank you for providing more information. 

    First, I suggest creating a test file and adding the Discover account(s) to see if it produces the same issue with when transactions are downloading. 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.

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows

    1. Select New Quicken File.

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows

    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. 

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows
    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. 

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows

    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. 
    -Quicken Jasmine
This discussion has been closed.