Bank not updating

Hi, my bank Charles Schawb, is not updating with my most recent transactions. Can anyone help troubleshoot?



  • UKR
    UKR SuperUser ✭✭✭✭✭

    In case of transaction download problems

    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 download using One Step Update or "Update Now"?
    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?

  • KSCarson
    KSCarson Member

    Thanks for your help, answers below:

    1. Deluxe version
    2. Just updated to release R48.9
    3. United States
    4. Subscription is active
    5. Windows v10
    6. I'm not receiving an error, I just have missing data from my checking account; I did another update today, and 2 new line items showed up, both which were deposits, I haven't had any payment appear from 2/24/23
    7. Charles Schawb, checking account
    8. I update at least monthly, usually more frequently and I only update on my laptop, not on my iPhone or iPad
    9. It doesn't matter how I update, the data is missing either way
    10. I haven't "tried" anything, because I wasn't even sure what the options would be to try?

    Thanks for your help!