Checking Account information - updated

Hello!
My checking account is not being updated correctly into the Quicken. Since "September" when I try to update the daily transactions it is not pulling all the information. September is fine, but after that it only shows me the balance for January 31 and February 01.

It seems that the transactions in my checking account are not being completely download to the software anymore.

Can you help me?

Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭

    Please provide more details.

    What edition level (Starter Edition, Deluxe, etc.), version and release of Quicken (R xx.xx) are you using? Click Help / About Quicken (Mac: Quicken / About Quicken) to determine year/version and release.  You must be on the latest release (patch) level for your supported Quicken Subscription version. If you're missing patches, update your software first.
    US, Canadian or other international version of Quicken?
    Is your subscription still active? Or is it expired?
    What version of Windows or Mac OS are you using?
    What error codes, error messages, symptoms do you get?
    What bank(s) are you having issues with?
    What account types (checking, savings, etc.) are you having issues with?
    How frequently do you run One Step Update or "Update Now" from the account register?
    Does this problem occur when you run One Step Update (Mac: update all accounts) from your desktop/laptop or when you initiate a download using the Quicken Mobile App or Quicken on the Web?
    What have you tried so far to resolve the issue?

  • Demefi
    Demefi Member
    Hello!
    1) What edition level (Starter Edition, Deluxe, etc.), version and release of Quicken (R xx.xx) are you using? Click Help / About Quicken (Mac: Quicken / About Quicken) to determine year/version and release. You must be on the latest release (patch) level for your supported Quicken Subscription version. If you're missing patches, update your software first.
    US, Canadian or other international version of Quicken?
    Answer: Home. Business, and Rental Property / Version R47.11/ Build 27.1.47.11 / Windows

    Is your subscription still active? Or is it expired?
    Answer: Active

    What version of Windows or Mac OS are you using?
    Answer: Windows 10 Home

    What error codes, error messages, symptoms do you get?
    Answer: No Message error - But it is missing transactions from Oct, Nov, Dec/2022, and Jan/2023

    What bank(s) are you having issues with?
    Answer: Wells Fargo

    What account types (checking, savings, etc.) are you having issues with?
    Answer: checking

    How frequently do you run One Step Update or "Update Now" from the account register?
    Answer:Once or twice a month

    Does this problem occur when you run One Step Update (Mac: update all accounts) from your desktop/laptop or when you initiate a download using the Quicken Mobile App or Quicken on the Web?
    Answer: No, it doesn't. When I run One Step Update, it said that my checking account was updated; however it is not pulling all information.

    What have you tried so far to resolve the issue?
    Answer: I have tried "one step update" multiple times

    Thank you
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